FAMILY OFFICE® was established to make the benefits of the family office concept available to a broader range of investors, individuals who have accumulated wealth such as families and career professionals too busy to handle the day-to-day demands of financial management. Our role is to coordinate a broad range of integrated financial services, including investment and trust management, tax and estate planning, accounting, property management, bill paying and insurance administration.
We are not investment managers or investment consultants – rather we help you orchestrate the efforts of your trusted accountants, stock brokers, attorneys, investment managers, life underwriters, real estate specialists and others. With a focus upon the management selection process, we provide the tools needed for you to evaluate the performance of your many outside advisors and to measure progress toward your financial goals. We can also help you select the appropriate specialists for specific purposes when needed. With your approval, we become involved in the implementation and oversight of your wealth management plan normally through the utilization of an outside investment consultant, insurance specialist, real estate advisor, tax specialist or other professional.
Our services include, but are not limited to:
Health & Wellness Care Coordination