One of the key roles of a family office is to be an educator and mentor, preparing owners to be responsible stewards of the wealth through formal and informal initiatives.

Financial security means different things to different people. But the goal is typically to ensure that family members can continue to pursue their current lifestyles while optimizing the wealth transfer to future generations.

Family offices are controlled, dedicated entities that provide tight protection for a family’s privacy and security of financial information.

Many families rely on an office to foster a sense of community and family unity over time. The family office serves as a partner for the owners in the work of sustaining their assets.

The menu of services, educational offerings and customized financial reporting are developed with the clients and for the clients, and they just pay for what they need.

Family offices serve as conductors, coordinating the expertise and talents of many external advisors, ranging from attorneys to investment professionals, in concert with the resources of the dedicated office staff, to provide comprehensive financial support to a family. No other service provider has access to all of the pieces of a family’s puzzle—personal histories, values, preferences, financial detail and long-term goals.

A core purpose of a family office is developing an integrated wealth strategy and coordinating wealth transfer, tax planning and investment considerations. Ultimately, one of its key roles is to be an integrator of financial strategies.

A family office can utilize the buying power of the group through pooled investment vehicles to provide efficient access to best-in-class resources.

A family office provides invaluable services in helping trustees successfully assume their responsibilities in administering family trusts and educating the beneficiaries.

A family office provides invaluable services in helping trustees successfully assume their responsibilities in administering family trusts and educating the beneficiaries.