What can a Family Office do for you?
That's an important question. We don't know until we explore. Download our E-Book-The Modern Virtual Family Office, to learn about the topic.
Family Office Services include a wide range of things. There is no defined list of items because every family is different and requires a unique "office".
Imagine being able to get all of these services under one "roof":
Mission & Vision Development
Family Meeting Facilitation
Family Foundation Support
Tax Planning & Preparation
Estate Advice & Planning
Retirement & Succession Planning
Cash Flow & Budgeting
Debt & Lending Advice
The modern family office is designed to simplify many complicated things for you. We bring many services into one partnership, make managing the details of your life enjoyable, and give you the time to lead the causes that mean most to you.
You can have one partnership and one place to go when you have a question.
All relevant services are included for one transparent fee. Please see the Fee-only Pricing page for an explanation.
An Exploration Meeting is the first step to determining if partnership is right for you.