Financial Planning
for Family Offices

We offer a comprehensive perspective that extends beyond investments, providing a roadmap to align your financial goals with your life aspirations. Through a collaborative approach, we work closely with you to create a holistic process that incorporates all facets of your financial life. By tailoring a customized plan, we ensure that every aspect is integrated seamlessly, allowing you to pursue your financial objectives while fulfilling your life’s dreams.

Included services:

We help Family Office clients create a personalized investment strategy based on their financial situation, goals, and risk tolerance. Mission Wealth conducts thorough research, due diligence, and recommends suitable investment opportunities across different asset classes. We help construct a well-diversified portfolio that aligns with a client’s preferences. We continuously monitor the investments, track performance, and make necessary adjustments. By leveraging our expertise and personalized approach, we offer Family Office clients:

• 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

We help Family Office clients create and implement a plan so that your hard work will help the people in your life, protect your legacy, and preserve as much as you can. Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction. We have the knowledge to guide you through all phases of your estate plan to ensure that your wealth is directed as you intend, including:

• Estate Plan Reviews, Including Balance Sheet Review and Net Worth Forecasting
• Estate Tax Reduction Strategies
• Generational Planning
  • Family Legacy Planning
  • Communicating with Beneficiaries
• Trustee and Fiduciary Support
• Independent Trustee Services: Post-Death Administration, Trust Splitting & Funding, Appraisals, Tax Optimization & Compliance, Trust Distributions, Bill Pay

A well-crafted asset protection strategy can help you protect your assets and minimize potential losses. Through our thorough review process, we will determine if you have adequate coverage to protect your family in the event that something unexpected happens. We will discuss the risks with you and introduce you to an insurance professional who may be able to provide solutions.

Included services:

Mission Wealth assists Family Office clients with tax management by analyzing their financial situation and recommending strategies to minimize tax liabilities. We collaborate with tax advisors and accountants to ensure coordinated tax planning efforts. We also offer guidance on tax-efficient investment strategies and keep our clients informed about changes in tax laws. The following tax services are offered to our Family Office clients:

• Integration and Coordination with CPA
• Income Tax Planning & Savings Strategies
• Direct Access to our Director of Tax Strategy and CPAs on Staff
• Robust 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
• In-House Tax Preparation Services
• Outsourced Bill Pay Solutions
• Cross-Border and Residency Planning

Family Governance & Generational Education

We provide expertise and guidance on various financial matters that impact family dynamics and long-term, multi-generational planning. We assist in establishing clear financial goals and strategies, developing effective communication channels within the family, and implementing structures such as trusts and family foundations to preserve and grow wealth across generations. By providing objective advice and acting as a neutral third party, a financial advisor can help families navigate complex financial situations, mitigate conflicts, and foster a sense of unity and stewardship among family members.

• Moderate and Conduct Family Meetings, Including Next-Generation Financial Education
• Family Continuity Planning
• Behavioral Finance Coaching
• Personal Planning for Next-Generation Family Members
• Coordination with Professional Advisors and Coaches
• In-Person Retreat with Peer Families

Charitable Giving & Philanthropic Planning

We assist Family Office clients with philanthropy by helping our clients define their goals and develop a strategic philanthropic plan. We guide our clients in identifying causes aligned with their values and recommend philanthropic vehicles such as foundations or donor-advised funds. We have expertise in governance, legal requirements, and operational considerations for effective philanthropic activities. Our philanthropic specialist will advise on tax-efficient strategies and explore options like planned giving or charitable trusts. Overall, our guidance empowers Family Office clients to make a meaningful and lasting difference through their philanthropy.

• Direct Access to Our Director of Philanthropic Strategy
• Gain Access to Additional Philanthropic Specialists
• Philanthropic Research
• Impact Investing
• Complex Asset Group
• Corporate Donor-Advised Fund
• Philanthropic Perpetuity

It’s a comprehensive service offering that centralizes wealth management, financial planning, and family coordination through one coordinated advisory relationship.

Families with complex finances, multiple generations, or significant wealth often benefit from this approach.

We provide investment oversight, tax strategy, estate coordination, philanthropy, reporting, and family governance.

We offer a customizable structure based on your family’s unique needs and preferred level of involvement.

Yes. We act as your financial quarterback, aligning efforts across legal, tax, and trust advisors.

We provide consolidated, multi-entity reporting that gives a full view of your wealth.

We support financial literacy and succession training to prepare the next generation.

While we don’t offer in-house bill pay, we partner with providers and help coordinate those services as part of your broader financial plan.

Yes. Our process is designed to evolve with your family and engage future generations.

If your financial life requires coordination, planning, and continuity, it’s worth exploring.