​Family Office

Growth of assets (investments)

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What is a Family Office? 

A family office handles the wealth management for a family to include financial planning, estate and tax planning, philanthropy planning, property management, legal strategy, trust administration, family business administration, succession planning, insurance services, security strategy, and the like.  A Single Family Office (SFO) serves one family and is usually reserved for those with a net worth of $100 Million or more.  A Multi-Family Office (MFO) offers the same services to multiple families concurrently.  As first-generation wealth builders, we have the duty to create and administer our own family offices.

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Setting Up A Family Office:

Building and maintaining wealth requires a team, and a Family Office is the perfect vehicle to build with.  Failing to plan is planning to fail—The question is, what is our plan?  We are brainwashed to only think about ourselves, and at the bare minimum of our abilities at that.  We are flooded with the message of “How do we save for our personal retirement?” and that’s it.  While the masses are worried about how to pay for their “time off” from working at age 62-92, there is a parallel community building wealth with their grandkids’ grandkids in mind, and the Family Office is at the helm of this multi-generational plan.