Living a life with wealth comes with many opportunities and the ability to experience some of the greatest pleasures and passions that the world has to offer. Behind the scenes, however, the financial and administrational challenges faced by high-net-worth families mean that a considerable amount of their time can end up being spent on managing the day-to-day, coordinating a myriad of advisors, and, in many cases, facing inter-generational challenges.
The benefits of working with an outsourced family office services provider include:
A plan for your complete financial affairs, including investments, wealth transfers, proactive tax planning, and optimal ownership structures.
An approach to risk management, so your family and wealth are protected.
Time-saving and complexity management, by having a family office coordinate and oversee all the components of your financial affairs.
The cost-saving benefits of outsourcing for specific financial management activities versus creating a single-family office.
Coordination of your advisors – including lawyers, accountants, investment and insurance advisors – to ensure that your family’s objectives are met.
A strategic approach to family philanthropy.
If something happens to your decision-maker, someone knows your family and wealth to manage transitions into future generations.
The proactive, personalized, and highly responsive service of an independently-owned, and managed firm.