Administrative Family Office

For those complex families seeking help organizing, managing and administering daily financial affairs.

The Benefits You Should Expect

Your family office team will create a Success Plan in collaboration with you that provides:

An infrastructure and experienced personnel to oversee and manage your financial providers, record and report on financial transactions, and interface and solve for the daily financial needs of family members

Consolidated recordkeeping of your assets and planning
Proactive management of providers, accounts and cash flow
Reporting and objective analysis of all investment performance and tax information
Management and negotiation of provider costs
Knowledge of and control over all expenses
Single point of contact for family members and other providers on daily financial matters

Objective advice & exceptional service

Sample Deliverables

Goals-based financial and cash flow planning, liquidity management and capital sufficiency analysis
Tax aware advice on asset location and income and gift tax return reviews
Estate plan reviews and recommendations
Financial recordkeeping and document retention
Expense management, including the establishment of internal controls, bill paying and comprehensive expense reporting

What would you like your family office to do for you?