Vendor Coordination and Direction
For Affluent Families
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How We Help
By providing unbiased advice and direction through life’s transitions
Take Control of Your Wealth
Unbiased Financial Services offers personalized wealth management solutions tailored to your needs.
Maximizing Efficiency and Effectiveness in Operations
Most high and ultra-high net worth families have several valued advisors on their team. Each advisor has a different expertise and focus. Unfortunately, these advisors may not know each other, share information, or collaborate on your behalf. Nor are they expected to.
The Problem
You’re stuck in the general contractor role, orchestrating their collective efforts. You are too busy to play general contractor and too close to the issues to maintain objectivity. You may not fully understand the complex interactions between what each discipline are advising. And yet, you’re expected to rationalize everything on your own. It’s far from an ideal scenario.
Engage a FAMILY OFFICE to reduce your financial administration.
The Solution
Engage a family office to help contextualize conflicting advice and to handle the day-to-day coordination and direction. This is not about shielding you from conversations or assuming control. It’s about adding a layer of program management support.
The goal is to keep you in the loop and as involved as you wish. We do this while freeing you from as much of the administration as desirable. You get freedom.
You also get increased control while reducing your communication burden. Your secondary benefits include reduced redundancy, cost-efficiency, tighter and more responsive management with faster progress on essential matters.
