family office

A family office is within your reach

You don’t need $150 million dollars or even $20 million to qualify anymore. With a net worth of as little as $5 million a family office is available through Unbiased Wealth Management.

What is a Family Office and why do I need one?

Instead of directing and co-ordinating the efforts of your investment advisors, insurance agents, tax accountants, retirement planners and estate lawyers on your own; a net worth advisor helps you tie all the pieces together.

Your advisor represents you and your family’s interests, in much the same way a board of directors directs the affairs of a company. They get to know who you are, your values, how you make decisions, your risk profile, goals and timelines as well as how you want to live your life. They bring experience and a disciplined perspective forward at critical, often emotional points in you and your family’s lives. Your advisor’s goal is to guide and support you in the leadership and administration of your financial affairs.

How is a family office different from wealth management?

A family office service differs from most wealth management practices in both focus and services mix.

A family office:

• focuses on you and your entire net worth, not just your investible assets
• focuses on helping you implement a family financial philosophy
• receives no compensation from the sale of product

The emphasis is on enhancing your lifestyle now and in the future.

What services are offered?

• Investment Monitoring
• Tax Planning
• Cash Flow Planning and Budgeting
• Consolidated Net Worth Reporting
• Risk Management Planning
• Estate & Trust Planning
• Succession Planning
• Philanthropic Management
• Family Governance
• Family Meetings

Why settle for more work and less control?

Talk to a fee only net worth advisor about our family office services.

If you prefer to learn more first, we invite you to download our white paper.

If you think having complete control over your net-worth would be a worthy goal and a nice change, we invite you to Contact Us to book a private conversation.