The Efficient Family Office
The Efficient Family Office…
A family office doesn’t have to include bill pay, booking travel, aviation leasing, or multiple home management, as very few people actually need those types of services. It also doesn’t have to be one extreme or another, investment management only or complete family office services.
We provide what you really need and want.
We created The Efficient Family Office™ to combine the personalized advice our clients need with the collaboration, oversight, and reporting of their complete financial life. Our solution offers:
Advanced Financial Planning
Investment Management
Tax & Legal Advisor Collaboration
Charitable Foundation Support & Management
Storage of Important Family Documents
Comprehensive Reporting
Examples of Comprehensive Reporting
- Net Worth Statement
- Comprehensive and Customized Investment Reporting
- Insurance Portfolio Tracking
- Capital Call and Private Investment Tracking
- Outside Portfolio Investment Account Tracking
- Estate Flow Chart