Family Office Services
Looking for a multi-family office?
Successful business enterprises implement a strategic plan to accomplish their long-term vision. Similarly, a multi-family office can administer a strategic plan to help a family enterprise achieve its shared purpose, vision, and plan for the future.
What We Do
The problem we solve
Private business owners understand that a lack of communication and trust within their organization is a threat to their strategic plan. Within the context of a family enterprise, this same issue presides—and is the primary impediment to transferring intergenerational wealth.
What We Do
How we solve it
We engage family decision makers, members, and their trusted advisors to develop and implement strategic legacy plans fueled by their family’s shared purpose, vision, and plan for the future. Our venture capital-like approach provides a roadmap to help maximize value, build continuity, and plan for intergenerational wealth transfer within your family system.
A legacy plan helps to increase the likelihood of transferring wealth intergenerationally—and pass on capital essential to the next generation’s wellbeing:
- Human capital
- Intellectual capital
- Spiritual capital
- Social capital
- Financial capital
What We Do
Our Services
We work with you in a dynamic and continuous process as your legacy goals and objectives evolve.
Legacy Plan Design and Management
We act as the single point of contact for the oversight of your wealth preservation and transfer needs. We can facilitate strategic family meetings, design legacy plans, and collaborate with outside consultants and service providers.
Strategic Estate and Financial Planning
We help design and implement wealth transfer programs to assist you in making informed financial decisions. We advise on the interaction of your estate and financial plans and can build personalized financial models to demonstrate the benefits of complex planning strategies.
Cash Management and Reporting
We can give you financial peace of mind by applying a controller’s approach to managing your personal finances and intrafamily structures. We administer multi-generational wealth transfer plans, streamline daily transactions, and prepare accounting reports for individual and family entities to help build family value.
Investment Oversight
We oversee the development and implementation of your asset allocation and investment portfolios. We can provide investment policy guidelines, select investment advisors, negotiate fees, and attend portfolio reviews to help you make sound investment decisions.
Tax Compliance and Reporting
We have an understanding of the applicable rules & regulations for individuals and educate our clients on their filing requirements and the transactions that influence their tax liability. We prepare individual and gift tax returns, calculate quarterly estimated and extension tax payments, and provide year-round planning.
Family Governance and Continuity Planning
We work with your family as an external facilitator to help define your purpose, form vision and mission statements, and accomplish your family’s continuity goals. We offer tailored programs to educate and train the next generation—helping to preserve your family legacy.