Do you have a high net worth? Our Family Office team can help

Sloan Levett • February 06, 2017

When your wealth reaches a certain threshold, your personal finances can become as complex as those of any business. It’s common for high net-worth individuals and their families to have a number of financial advisors to manage various aspects of their overall portfolio, often representing several different organizations.

While it is important to have the right professionals handling your financial needs, it is also important that each member of your personal financial team is aware of the decisions or advice of the others. When your advisors are not working in sync with each other, it can result in inefficiencies and missed opportunities.

An Integrated Approach to Your Family Finances

The finances of high net-worth individuals are often tended to by accountants, lawyers, insurance advisors, portfolio managers, investment advisors, succession planning consultants, and more. While a multi-disciplinary approach is necessary, each additional organization brought into the advisory team runs the risk of complicating your finances through a lack of shared information or conflicting advice.

An integrated Family Office might be just what you require, to provide a centralized, multi-disciplinary solution to your financial needs, including:

  • Investment portfolio advisory and cash management
  • Tax planning and compliance
  • Insurance advisory
  • Administration: recordkeeping, cash flow planning
  • Philanthropic ventures
  • Generational wealth transfer and succession planning
  • Wills and estate planning
  • Financial and family consulting

A reputable Family Office will serve as a financial ‘quarterback’, working with your lawyers and key advisors to ensure everyone is on track and implementing the same financial plan. Not only can a Family Office help you protect your assets, but it can also help you grow them.

At Fuller Landau, each decision made through our Family Office, on your behalf, is objective and effective. We do not sell any products, and therefore, our advice is balanced and unbiased.

Our Family Office takes into consideration your family dynamics as they are interconnected to your wealth. We understand and carefully address your unique family circumstances, facilitating communication and education between generations, while working to avoid conflict and preserve wealth as it passes to the next generation.

To learn more about how we serve high net-worth individuals, visit our Family Office page, or contact us today for a consultation.


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