The benefits of a family office include:

 

• An integrated plan for your family’s complete financial affairs, including investments, wealth transfer strategies, proactive tax planning and optimal ownership structures.

 

• A comprehensive approach to risk management, so you know your family and wealth are protected.

 

• A well thought-out investment policy and process that includes selection and oversight of money managers, effective diversification and consolidated performance reporting.

 

• Time saving and complexity management, by having a family office act as the quarterback to coordinate and oversee all the components of your integrated financial affairs.

 

• Coordination of your professional advisors – including lawyers, accountants, investment and insurance advisors – to ensure that your family’s objectives are met and nothing falls through the cracks.

 

• The confidence that, if something happens to your main family decision maker, there will be someone in place who knows your family and your wealth to help you manage through the transitions and into future generations.