Family Office
We understand the complexities of managing wealth for families like yours. Our Family Office services offer a holistic approach that integrates investment management, financial planning, risk management, and more, all under one roof. Our team of seasoned professionals is equipped to provide customized solutions that align with your family’s specific financial objectives. Discover how our Family Office services can streamline your wealth management and help you achieve your long-term financial goals. Take action now by scheduling a consultation with our experts.
What is a Family Office?
A family office is a wealth management firm that provides bespoke services for the entire financial affairs of a family seeking generational wealth and more oversight over their financial affairs. Family office services go beyond traditional wealth management by integrating all family members for the ultimate objective of maintaining wealth and minimizing estate taxes. Family office services are commonplace among ultra high net worth individuals (HNWI).
What is the purpose of a family office?
The purpose of a family office is to provide high touch wealth management services to an entire family. Some of the common services offered by family offices include:
- Wealth management
- Tax planning and preparation
- Bookkeeping & Accounting
- Estate planning
- Diversification from concentrated stock positions
- Generational financial planning
- Bill payment
- Charitable giving advice
- Legacy planning
- Communicating with banks and lenders
- Assisting in obtaining home or commercial financing
- Receiving and sorting mail
- Collection of rents, royalties, and other forms of payment.
Keep and safeguard your family’s legacy with our expertise.
Contact ACap Advisors & Accountants to schedule your free initial consultation.
