Tuesday, 02 April 2013 01:33

Family Office Solutions

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For clients with at least $10 million of investable assets, we enhance our wealth management offerings by serving as our client’s trusted confidant, providing holistic advice and planning services. For this select group of clients, we develop an intimate working relationship with their family to design services to meet their specific needs and objectives.  Such services may include wealth planning and capital sufficiency projections, gift planning, securing preferred lending arrangements, and providing education and investment management for heirs. WindRock can also assist in coordinating their financial team of advisors including their estate attorney, tax accountant and insurance provider etc. to ensure that a client’s entire advisor team is working in harmony for the best client experience.

Read 133429 times Last modified on Tuesday, 09 April 2013 03:40
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