Family Offices provide High Net Worth families with a holistic approach to wealth management and financial planning.
Family Offices are intended for clients with complex financial requirements involving, for example, investments across multiple asset classes, private foundations and private company holdings. Services include oversight of asset management and tax planning, charitable giving, estate planning, education for younger family members, and family governance planning. Our holistic solution provides clients with peace of mind and frees up time for other ventures and activities.
Family Office Services can complement a business family’s tax planning and asset management activities.
“We provide a seamless and dedicated service encompassing all aspects of a client’s financial affairs. As a family-owned business, we have a clear insight into our clients’ priorities and needs.”
- Chuck Burkett, FCPA FCA CFP TEP