Multi-Family Office

The term “family office” has been tossed around by individuals and financial advisors for years, and many definitions and net-worth benchmarks have been created.

Typically, we think of an extremely wealthy family with in-house employees who coordinate everything from travel arrangements and dog grooming to investment portfolios and business entities. While there are certainly such offices, we have found that the multi-family office service we provide works very well for most affluent families and saves them a tremendous amount of money and worry.

Our multi-family office service primarily focuses on protecting and perpetuating the financial and intellectual capital created by families over generations. We coordinate tax work and legal, and handle all the investment management for these families. We are constantly working to recommend, implement and monitor the best solutions for the families we work with.

As part of this service, we provide ongoing coaching and mentoring to ensure financial, intellectual and social assets are understood and perpetuated by each member of the family.

Some of the services we provide are:

• Financial Reports
• Risk Management
• Wealth Transfer
• Insurance Analysis
• Multigenerational Strategies
• Institutional Investment Management
• Advanced Tax Strategies
• Business Transfer Strategies
• Philanthropic Planning