Services

Family Office Solutions

YOUR SINGLE POINT OF CONTACT FOR ALL OF YOUR WEALTH PLANNING OBJECTIVES

 Successful individuals and families often have an array of financial, tax, and legal objectives that require more than a well-managed investment portfolio.

In fact, you may already work with several advisors who are each responsible for a different aspect of your financial wellbeing. Yet even the experts can’t do their best work for you if they aren’t privy to your entire financial picture.

Our Family Board of Directors™ strives to solve this problem by routinely collaborating with your team of advisors. We coordinate with your tax and legal advisors, bankers, and investment managers to provide you with a single point of contact for your financial planning and wealth management needs.

As a result, we are better positioned to proactively offer solutions and avoid unnecessary mistakes.

HOW CAN A FAMILY BOARD HELP YOU ACHIEVE YOUR GOALS?

  • Proactively collaborates with your team of advisors and serves as a single point of contact for you and your family
  • Clearly communicates complex financial and legal information and wealth management strategies
  • Provides continuity and stability through life changes and generational transitions
  • Provides ongoing oversight and accountability to ensure plans are executed successfully
  • Empowers the next generation to find meaning in their wealth and make wise financial decisions
  • Helps develop a healthy family wealth culture through open communication and continued education

We understand each family is different and therefore has unique wealth management needs. As such, we tailor each Family Board of Directors according to your family dynamics, near-term goals, and long-term aspirations.

Complimentary Review

Discover the value of trustworthy financial advice and holistic wealth management. Schedule a complimentary “Let’s Get Acquainted” call today.