Family Office Solution
A high-touch service designed for your family's unique needs.Integrate all aspects of wealth management, estate planning, tax management, investments, asset protection, and philanthropy, while taking into account your unique family situation. With the Family Office Solution, we have everything you need to simplify your life... all in one place.
About The Family Office Solution
Our Family Office Solution offers the highest level of sophisticated planning and expertise to support your family's wealth and life goals.
Our in-house team of professionals with specializations in investments, taxes, estate planning and asset protection will partner with you and your other trusted advisors to address your family’s unique needs and complexity. Family Office services are tailored for every unique client situation. Through our boutique offering, we will create and implement bespoke strategies to address your evolving needs and long-term goals. Our family governance and philanthropy offerings will help you to establish and instill your family values in an impactful way to create a lasting legacy for you and your family.
INVESTMENT MANAGEMENT
- Custom Portfolio Management
- Access to Specialized Alternative Investments
- Stock Concentration Strategies
- Stock Option Planning
- Socially Responsible Investing
- Tax-Smart Implementation, Monitoring, Rebalancing, Tax-loss Harvesting and Performance Reporting
- Income Strategies and Cash Management Solutions
- Cash Flow Planning and Portfolio Income Projections
ESTATE PLANNING
- Estate Plan Review, Including Balance Sheet Review and Net Worth Forecasting
- Family Legacy Planning
- Education on Advanced Estate and Gift Strategies
- Estate Tax Reduction Strategies
- Coordination with Attorney on Estate Plan Updates
- Special Needs Planning
- Trustee and Fiduciary Support
- Family Endowment
TAX MANAGEMENT
- Integration and Coordination with CPA on Income Tax Savings Strategies
- Direct Access to our CPAs on Staff
- Powerful Tax Review with Complex Scenario Analysis, Including Tax Impact of Financial Recommendations
- Furnish Materials Required for Tax Preparation, Including Tax Forms and Other Relevant Items to CPA
- Outsourced Bill Pay Solutions
- Cross Border or Residency Planning
- Network of Entity Formation Specialists
ASSET PROTECTION
- Personal Insurance Review for Life, Disability, and Long-Term Care Insurance
- Property and Casualty Insurance Review
- Cyber Security Insurance Review
- Luxury Asset Planning
- Household Employee Planning
- Network of Legal Specialists
- Business Management Planning: Valuation, Transition Planning and Protection
FAMILY GOVERNANCE
- Family Meetings, Including Next Generation Financial Education
- Family Continuity Planning
- Personal Planning for Next Generation Family Members
- Coordination with Professional Advisors and Coaches
- In-Person Retreat with Peer Families
PHILANTHROPY
- Access to Philanthropic Specialist
- Philanthropic Researcher
- Impact Investing
- Complex Asset Group
- Corporate Done Advised Fund
- Philanthropic Perpetuity
WHO IS THE FAMILY OFFICE SOLUTION BEST FOR?
- Clients with a minimum of $20 million in assets under management.
- Clients who seek customized portfolio management as well as coordination and integration among professional advisors.
- Clients requiring personalized service and expertise across multiple aspects of their finances.
- Clients seeking a trusted advisory team to help advise the family for decades to come.
- Clients experiencing increasing complexity who seek a coordinated approach with guidance to maximize opportunities while saving time.
BENEFITS TO THE FAMILY OFFICE SOLUTION
- Get objective and proactive advice from a trusted and dedicated advisory team.
- Access our in-house strategy team and vetted third-party partners for the specialized help you require.
- Integrate all aspects of your financial picture into one place, including assets, liabilities, and pertinent documents.
- Develop a family engagement and communication plan that includes a roadmap for succession.
- Enjoy more balance, impact, inspiration and fulfillment through our Inspired Living service.
