Family Office Types

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 record keeping 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

Sample Deliverables

Lifestyle Taxes Estate Document Management Expense Management
  • 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 record keeping and document retention
  • Expense management, including the establishment of internal controls, bill paying and comprehensive expense reporting