Taxes. Investments. Estate plans. Health insurance. Each area is complex and impacts the others, but professionals have historically done little to coordinate with areas outside their discipline.
We work hard to take all that complexity and make it simple for you by coordinating each of them. For certain qualifying clients, we may pay local attorneys, CPAs, and insurance specialists to deliver critical counsel that adds key elements to your overall plan. This brings confidence and rest to your financial life and keeps your plan moving steadily forward.
What is a “family office” and where did the idea for it come from? Historians point to John Rockefeller as setting up the first family office. Rockefeller’s fortune warranted hiring a dedicated team of accountants, real estate managers, attorneys, investment managers, and concierge specialists. The family office managed all the areas involved in the family’s wealth.
We call our offering Family Office Lite™ because our clients rarely need foundation management, real estate management, or concierge services. As a result, we focus on delivering the primary components of the family office (financial planning, investment, tax, insurance, estate planning), creating more space to allow you to do what you love.