The Evolution of the Family Office Starts Here

Karen Cassidy
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.

Latest Family Office Articles

Four Questions Your Mutual Fund Salesperson Does Not Want You to Ask

Whatever your wealth journey has been, whether you’ve enjoyed strong year-over-year compounding or found yourself wondering if your nest egg will ever grow to a comfortable number, your mutual fund salesperson has done just fine, thank you. In this blog, we’ll provide four crucial questions you can ask your rep, but we’ll go one better: we’ll give you the answers you would really want to hear.

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Four Ways To Make Transparency Work For You

Organizational research has shown that a culture of transparency in the workplace is worth the investment. Data shows transparency fosters greater job satisfaction, employee retention, and trust, while a lack of transparency can lead to a breakdown in collaboration and disharmony. These same dynamics are in play in the relationship between financial advisors and their clients; trust in your strategy and in the motives of your advisors is downstream from transparency.

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Free Advice

The guidance of professionals isn’t free—and it should not be. Achieving lifetime income security is no mean feat, given that 62% of Americans live paycheck to paycheck. The guidance of seasoned financial planners and tax experts is vital and worth the fees. But there is one quality of advice that should be free, and it may be the most important single success factor for an investor seeking to navigate the noisy and confusing world of financial solutions.

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A Family Office Director going over financial resolutions with a couple needing tax and financial planning.

Grading Your New Year’s Financial Resolutions

Researchers have found that fewer than 10% of Americans who make a New Year’s resolution successfully complete them. About a quarter give up in the first week. This can be a problem if the resolution is about something hugely consequential, like your security in retirement. The problem may not be your resolve; it may be that you’re focused on behaviors that won’t really change things.

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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

Multi-Generational Focus

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.

Risk Management

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.