Financial Family Office

For those who seek a “Chief Financial Officer” to oversee and manage all of their financial affairs.

The Benefits You Should Expect

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

Seamless integration of your investment portfolio and other assets with your tax and estate planning, cash flow planning and spending needs in a manner that is consistent with the goals you establish

Detailed organization of your financial affairs and assistance with major financial decisions
An investment portfolio customized to your specific needs and which leverage’s GenSpring’s access, intelligence and buying power
Tax aware financial and investment planning, including asset location
Proactive engagement, advice and service in response to life events and economic, market or legislative changes

Objective advice & exceptional service

Sample Deliverables

Goals-based financial and cash flow planning, liquidity management and capital sufficiency analysis
Asset allocation, investment due diligence, negotiation, selection and consolidated reporting
Tax aware advice on asset location and income and gift tax return reviews
Estate plan reviews and recommendations
Trust administration, accounting and reporting
Financial recordkeeping and document retention

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