Multi-Generational Family Office
Our team specializes in multi-generational families and their businesses. We have a consultative, organized approach to assist wealthy families with:
- Wealth transfer
- Asset allocation
- Investment strategies
- Charitable giving
- Tax planning
- Property management
- Growing & preserving wealth
Having a centralized, digitized system creates efficiency in management and document retrieval.
Preparing For Your Family’s Financial Future
Unexpected circumstances or tragedies can put pressures on families and their businesses. Proper planning can ensure that your wishes are protected if and when something should happen (death, disability, divorce, etc). Let us help you design a custom, well-thought-out plan that gives you the confidence of knowing everything is in place to safeguard your wealth and wishes now and provide the security your family needs in the future.
Do you find yourself wondering if you have a fully thought plan for your future?
- Am I currently hitting my financial goals?
- Do I have effective tax and investment strategies in place?
- If we experience a family or financial emergency, are my financials organized and easily retrievable?
- If the unexpected happens, will my family be taken care of?
- Do I have enough insurance coverage for myself and my business?
- When should I retire? Do I have a viable exit strategy?
OUR GOAL is to ensure that you have a well thought out plan and do not outlive your financial resources.
As Your Dedicated Partner We:
- Establish a personalized individual and/or family mission statement
- Provide individual, gift, and estate tax advice
- Achieve your philanthropic goals
- Ensure multi-generational wealth transfer
- Review your risk management, life, disability and long-term care insurance policies
- Budget assets for life expectancy
- Handle bill pay/assist in record keeping
- Train and educate the next generation at interactive family meetings
- Record and preserve directives
- Maintain an electronic version of where to locate next of kin, physicians, advisors, lock box, burial site, directives, etc., “if something should happen.”
Our clients know that if the unexpected ever happens, they can make one phone call to us and we will retrieve any important documents and financials they need in minutes. We will then walk them through the protection plan already in place. Our partnership gives them peace of mind.
