Multi-Family Office & Wealth Management

What is a Family Office?

• 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 Brochure family's objectives are met and nothing falls through the cracks.
• A strategic approach to family philanthropy.
• 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.
• The proactive, personalized and highly responsive service of an independently-owned, boutique firm.

• Life with wealth involves endless details, decisions, and interests to align. While advice is easy to come by, you still need to implement that advice, manage all your partners, and ensure everything's working in your best interest. Your affluence should enrich your life, not complicate it.
• You need someone you can trust someone to handle all your affairs and orchestrate your various partners; someone who can translate your requests into actions; someone who can give you hard truths, honest assessments, and clear direction.
• That's exactly what personalCFO.in provides with our family office services.
• Moving beyond advice and planning, personalCFO.in executes your plans, organizes your affairs, and simplifies your life. When you prefer a hands off approach, were here to take the reins. When you want to dive into the details,well illuminate every aspect and empower you to make more informed decisions.
• Think of us as the quarterback for all your financial affairs. We ensure all the moving pieces are aligned and working together, from your accountants, legal counsel, and insurance providers to your philanthropic initiatives, investment holdings, and succession strategy.
• Whether you want to build a new home, start a foundation, or ensure future generations enjoy a comfortable lifestyle, we serve as the first, last, and only person you need to talk to.
• As the picture below shows, many families have access to advisors in specific disciplines, such as tax, legal, insurance, and investments. However, there is often very little coordination among these professionals, often resulting in an unconnected mix of investments, strategies and services that may not meet the family's objectives.
• Our role, as a family office, is to develop an integrated plan for family wealth, and then identify areas requiring specific expertise and attention. Typically, we work with our clients’ existing accountants and lawyers, especially where a trusted relationship has existed for years. If client don't have a trusted advisor in a particular discipline, we will introduce them to professionals from our network of specialists, who we believe can best meet their needs.