Family Offices

We provide services to family offices, whether single purpose or comprehensive in nature, and whether as a consultant or full service provider, depending upon the size and need of the family.

Family office formation offering support in technology, organizational structure and compliance
Investment strategy and implementation, including development of asset allocation strategy and investment policy, manager selection, performance monitoring, accounting and recordkeeping services
Wealth advisory services providing support for financial planning, budgeting, family education, family mentoring
Financial management including private trust company platform support, accounting, document management, governance, coordination with other advisors and with family members

Worth Knowing

Family offices can be legally structured in a variety of ways. In the United States, the most common legal structure for a family office is an LLC (33%), followed by the S Corp (20%), and C Corp (16%). Fourteen percent (14%) of U.S. offices function as part of an operating company, with no formal structure, while less than 10% are structured as private trust companies.

Source: Family Office Exchange (FOX)