Financial planning designed for your multi-family office

We address challenges related to running a multi-family office, including investments, estate planning, tax planning and lifestyle needs.

Our Multi-Family Office services address:

  • How much you need to fund a multi-family office
  • Defining a multi-family office vs. a family office
  • Creating a values statement and mission statement
  • Generational wealth management
  • Family governance training
  • Three key roles of the family office
  • Developing the right team for your multi-family office
  • Coordination of other key advisors around investments, liability, tax and estate planning
  • Evaluating your family office
  • Family office investment management
  • Family bank and family entrepreneurship
  • Legacy and philanthropy

Ready for the next step?

For more information about services listed, schedule a meeting today.

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801.993.0550

801.993.0507

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