Family Office Services

When does your family need a Family Office?

A Family Office is a professional structure used to manage all the financial needs of an affluent family. Consider it like having a Personal CFO for your family with a multidisciplinary team of professionals to oversee and manage your financial affairs. Wealth can present both opportunities and challenges. We understand. Unlike a traditional private wealth management service offering, a Family Office includes a complete solution to investment portfolio advisory, bookkeeping, tax planning and compliance, insurance, philanthropy and generational wealth transfers, all in one place.  

If you ever find yourself without the time to devote to dealing with everything that managing your family’s wealth requires and you agree with any of the following statements, we should talk:

  • We would like to deal with one central advisory firm with a comprehensive and integrated offering where all of our financial needs can be handled efficiently and effectively.
  • We are looking for objectivity, not a firm who is trying to sell us a product.
  • We are looking for someone to manage our affairs for us: Manage and consolidate our investment portfolios, assess our insurance needs and handle all of our financial administration.

We would prefer to deal with an advisory firm that understands how wealth can influence family dynamics.

 

 

For more information, please contact

sloan-452

Sloan Levett

 

 

 


Phil Smith

 

Our Family Office structure responds directly to the complex demands of wealthy families. All services are centered and customized around the needs of your family. That means responding to you in creative ways with customized services, capabilities and solutions.

  • Investment Advisory and Portfolio Management
  • Tax Planning and Compliance
  • Administration: Bookkeeping, budgeting, cash flow management, net worth statement preparation
  • Mutigenerational Wealth Transfers and Succession Planning
  • Insurance Management
  • Will and Estate Planning
  • Philanthropic Planning

 

 

 

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