We have Valuable Experience
Family Office and Heirs
The entrepreneurial family created a successful industry-leading company recently sold a majority stake in their business.
Create a family office structure to protect and both grow their family wealth and have an organization built to create a legacy instilled with important family values.
Seek alternative advice beyond traditional stock and bond portfolios to mitigate risks posed by the current economic backdrop.
Add Your Heading Text Here
Professional Adviser Team
We facilitated an evaluation of their current advisers. While their estate planner was a key adviser to the family, they needed a new accounting firm after theirs had gone through several structural changes. We connected them with a more sophisticated accountant and an independent insurance firm to optimize their financial strategy. Additionally, we linked them with a concierge medical team.
Consolidated Family Office Structure & Reporting
Coordinating with their advisers, we established a central family holding company for enhanced tax and management benefits. Our online reporting systems provided consolidated reports across all holdings, tracking private investments and cash flows accessible through our private client portal 24/7.
Financial Data Aggregation
We streamlined their financial processes by serving as intermediaries, tracking, and collecting tax statements (1099s, K-1s) for all investments and distributing them directly to their accountant, saving valuable time and money.
Access to Deal Flow
Through our family office connections, we introduced unique private investments in private credit, venture capital, and real estate, adding diversification to their portfolio.
Expertise in Hard Assets
To secure their wealth, we arranged the storage of physical gold and silver in secure vaults outside the banking system in the US, Zurich, and Singapore.
Lines of Credit
Through our network, we negotiated favorable lines of credit, providing a cost-effective source of capital for personal ventures.
Working with their team of professionals, we gifted assets to trusts for their heirs while maintaining control. In addition, the family was creating several new businesses and we assisted in titling these new business ventures in the name of trusts, creating value outside of their taxable estate.
We recommended a legal structure in conjunction with the estate attorney that limited liability for the family. Similarly, we worked with the insurance agent to ensure comprehensive protection against potential liabilities.
We worked to establish administrative trustees in states without income tax, thereby reducing the overall tax burden for the family.
Serving as a valuable resource, we supported their children and relatives by providing education and resources for continuous learning and growth.