Family Office Types

Financial Family Office

Financial

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

Sample Deliverables

Lifestyle Investments Taxes Estate Fidcuiary Document Management
  • 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 record keeping and document retention