Family Office Services

Family office services help high wealth clients fulfill their dream of leaving lasting legacies for their loved ones.  This goal begins with developing a Family Wealth Statement, which is a summary of the goals held by the family patriarch, matriarch and business associates.  This statement aids attorneys, advisors, or accountants to create a plan that will aid you in achieving your financial legacy goals and, at the same time, do it in a way that meets your own needs and values.  During this statement preparation, you will enter into a discussion with your advisors about what legal and financial situations exist now that could prevent your goals from being met.

The strengths and weaknesses of every aspect of your current financial situation will be summarized in a Financial Checkup. This is a statement which will review legal and financial information, business succession, investments, insurance, and other relevant issues.  This checkup will focus on the gaps in your plan that need to be corrected in order to complete your goals and objectives.  Along with assessing and making changes to these “gaps”, you will benefit from augmented retirement  income, lowered taxes, enhanced charitable giving potential, and increased transfer to your heirs. All of these are a part of the Financial Checkup offered by our Family Office Services.

The potential increase of financial benefits to you in your retirement years, will be outlined in a Value Proposal Letter.  The planning process resulting in these benefits is discussed in this letter; also, there will be a fee quote for our services to help make this plan a reality.  The quote will be a minimal percentage of the benefits you will ultimately realize from the efforts of Family Office Services.  The Value Proposal Letter will also include a summary of the reasons you are having a tactical or comprehensive plan created for you by these services.

A Tactical Plan is inexpensive and implemented quite easily.  It will take the shape of a planning instrument that Family Office Services will illustrate.  After the tactical plan is prepared, the client helps prepare the final Comprehensive Plan.  There are many benefits to upgrading your tactical plan to a comprehensive approach.  The accomplishment of your financial goals/dreams is worth the investment and the time spent with Family Office Services.  You will be able to leave a promising legacy to your family and beneficiaries, if you begin your Plan now.

“Let us do what we do best so you can focus on what you do best!”
Call us today at 813.909.9191