Family Office Services
Family office services develop, coordinate and manage a team of your family’s trusted advisors to help your family develop and carry out long-term strategies for your family wealth.
We elevate our fiduciary wealth management services and provide you with additional knowledge, executive leadership and administrative support resources to help you develop, integrate and manage your team of wealth advisory professionals. Our family office framework also helps provide generational wealth management continuity.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
CONSIDER EVERYTHING
Family Office Framework
A family office framework helps you curate, coordinate and manage a team of your family’s trusted advisors to help your family develop and carry out long-term strategies for your family wealth.
We elevate our fiduciary wealth management services and provide you with additional knowledge, executive leadership and administrative support resources to help you develop, integrate and manage your team of wealth advisory professionals. Our family office framework also helps provide generational wealth management continuity.
IT’S JUST PART OF WHAT WE DO.
Family Office Services
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
Create visual and operational lines of sight.
We help develop and maintain sustainable, cost-effective core family office services.
Family Office Framework |
How we create value for you.
Family Office Framework
We elevate our fiduciary wealth management services with additional knowledge, executive leadership and administrative support resources for these core wealth management functions.
Family Office Mindset |
How we create value for you.
Thought Leadership
Strategic Visualization
Pragmatic Structure
Applied Learning
NextGen Development
Implementation Support
Family Office Goals |
How we create value for you.
Broaden Scope
Cultivate Significance
Address Impact
Expand Capability
Create Continuity
Reduce Costs
Family Office Profile |
How we create value for you.
Professional Team
Flexible Structure
Adoptable and Adaptable
For families and individuals with $25 million or more of investable net worth, we help you adopt, adapt and implement a family office mindset and framework to help you address and manage the additional responsibilities and complexities that come with greater financial success.
CONSIDER EVERYTHING
Guidance, Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring professionals with both depth and breadth of field, dedicated resources and specialized tools. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
It's just part of what we do.
CONSIDER EVERYTHING
Planning for Success
02
Plans describe your achievements in advance. Protecting, conserving, growing and transferring your wealth all require studies, scenario analyses and financial plans to increase the probabilities of your success. Whether you’re building or selling your business, experiencing success in your career, planning to retire or have already retired, we help you plan to create greater success.
It's just part of what we do.
CONSIDER EVERYTHING
Risk Management
03
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
It's just part of what we do.
CONSIDER EVERYTHING
Cash Flow Management
04
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
It's just part of what we do.
CONSIDER EVERYTHING
Cash and Liquidity Management
05
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
It's just part of what we do.
CONSIDER EVERYTHING
Tax Planning and Strategy
06
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
It's just part of what we do.
CONSIDER EVERYTHING
Investment Management
07
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
It's just part of what we do.
CONSIDER EVERYTHING
Client Advisor Team Development
08
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
It's just part of what we do.
CONSIDER EVERYTHING
Trust and Estate Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
It's just part of what we do.
CONSIDER EVERYTHING
Philanthropic and Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
CONSIDER EVERYTHING
Guidance,
Advice and Counsel
01
Planning and managing personal wealth can be a complex business endeavor requiring professionals with both depth and breadth of field, dedicated resources and specialized tools. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
Planning for Success
02
Plans describe your achievements in advance. Protecting, conserving, growing and transferring your wealth all require studies, scenario analyses and financial plans to increase the probabilities of your success. Whether you’re building or selling your business, experiencing success in your career, planning to retire or have already retired, we help you plan to create greater success.
Risk Management
03
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
Cash Flow Management
04
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
Cash and Liquidity
Management
05
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
Tax Planning
and Strategy
06
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
Investment
Management
07
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
Client Advisor
Team Development
08
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
Trust and Estate
Planning
09
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
Philanthropic and
Legacy Planning
10
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It's just part of what we do.
INTER-DISCIPLINARY TEAM
How We Do It
We position you as the CEO for your capital.
It’s your capital, so we position you as the highest-ranking member of your wealth management team, responsible for setting the agenda and delegating responsibilities to C-Suite professionals.
The best CEOs recruit and hire proven, accomplished C-Suite professionals.
Our C-Suite professionals join your team.
We are professionals whose titles begin with C, meaning the “chiefs” who get things done.
This is the group of people with the most important roles to help you as CEO.
We have decades of deep experience advising wealthy families with complex financial needs.
Together, we focus on your desired results.
We help you get your capital working intelligently for you.
