The Evolution of the Family Office Starts Here
Family Office Director
Family Office Director
What is a Family Office?
The wealthiest Americans are also the most successful investors, and that is neither a secret nor a coincidence. We believe the reason is simple: they are served by Family Offices.
The Family Office focuses on the integration of tax, wealth, and risk management into one cohesive experience. Typically, in financial services, advice is segregated to very specific expertise versus connected across the different financial services disciplines.
Creating a cohesive and integrated plan can have the same impact once only reserved for the wealthiest. It is now available to every American family.
Why You Need a Family Office
We see that too many of our clients suffer from the conflicts, high costs, and inefficiencies that result from working with multiple, often competing financial firms. We have made it is possible for every American family to enjoy the advantages that were once only available to the ultra-wealthy.
Those advantages include lower costs, smarter tax treatment, and a holistic approach to preserving, protecting, and growing their wealth.
Our vision for a brighter future is to provide the professionals, the expertise, the systems, and operational controls required
to deliver the family office experience.
What can you expect?
Proactive Tax Planning
Most financial professionals neglect this important discipline, but we believe that it’s not what you make, but what you keep that matters.
Taxes are a drag on portfolio performance, wealth accumulation and lifestyle choices.
We will work to lower taxes in a way that is legal, moral and ethical.
Control the Controllable®
Historically the financial services industry wastes time and money on attempting to control things that can’t be predicted or controlled, such as market direction, volatility, inflation, interest rates, etc.
Our approach is to focus on costs, tax efficiency, diversification and maximum loss exposure. All these things can, and we believe, must be controlled
Long-term planning is common among family offices, with a goal of maximizing the wealth transfer to succeeding generations or, in many cases, making an impact on society through charitable giving.
Today risks are magnified for the simple reason that you have so much to protect. Your wealth can make you a target, and the complexity of your holdings can create unwanted personal liabilities that can be managed with careful planning
Prudence & Discipline
As a general rule, family offices do not take uncompensated risks in their investments. They tend to avoid speculation, preferring instead to take an institutional approach to asset allocation and portfolio management. Family offices accept the ups and downs of markets in ex- change for long term wealth building.
Best Interests Standard
Also known as the fiduciary rule. We follow this standard and put the interests and welfare of our clients first. Because we are Best Interest focused, we search for and implement only what we believe are the most beneficial solutions for the unique needs of the families we serve.