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Family Offices

Working to navigate your financial complexities

We work to help you unlock what money means to you and your family. Our comprehensive financial planning team takes a strategic approach to help you achieve your goals and better navigate the complexities of your financial life.

We’re all on different financial journeys.
Where do you stand?

Starting from your circumstances, we implement advanced planning, a specialized service approach and time-tested processes so you can navigate the complexities of your finances and take advantage of opportunities that come your way.

What is a family office?

A family office is a private wealth management firm that serves high-net-worth families or individuals. We offer personalized financial services, including investment management, tax planning, estate planning, philanthropy and risk management for those with complex financial lives due to high net worth.

How do I know if I need a family office?

Family offices can help you manage your significant wealth and complex financial needs more efficiently and effectively. This single point of contact for all your financial needs can help simplify the navigation of the complex landscape of investments, taxes, governance and estate planning.

Is a family office the same as a wealth advisory firm?

Not really. Wealth advisory firms can offer some of the same services, but family offices offer a much larger range of highly personalized, high-touch services to address the complete list of wealth-related needs an ultra-high-net-worth family has.

How can I protect myself from unexpected events?

Because of your complicated assets and portfolio, high-net-worth individuals and families may be vulnerable to the negative fallout of unexpected events like legal disputes. We can help you assess your risks and take the necessary measures to mitigate them through insurance products and other risk management strategies.

Our Services

Comprehensive financial planning so you can experience more from your life and finances.

Whether you're looking to grow your money over time, generate income for your family or preserve wealth for future generations, confidence comes from knowing your assets are invested according to your needs and working from a plan.

Family Office Governance

In family offices, governance is crucial, especially with the purpose of centralizing all decision-making. Proper governance can help your office run more smoothly with a set of policies and operations to encourage accountability and simplicity.

Trust Option Navigation

We help families like yours navigate the types of trusts you may need to effectively preserve and transition your wealth according to your wishes. From asset protection trusts to charitable trusts, we are experienced in facilitating the strategies you may need to protect and transfer your assets.

Portfolio Management

We work to learn what's important to your office in order to better construct, manage and monitor a customized and broadly diversified portfolio. Then we help you understand what you own and how your portfolio can help you reach your goals.

Risk Management

We take a disciplined approach to evaluating your coverage and insurance options by carefully assessing where your risks lie. We’re ready to think and execute strategically on all that might affect your assets or your ability to pursue opportunities.

Tax Planning

Lots of business owners come in not knowing how to navigate taxes, or paying too much in taxes. We can help project your tax liability ahead of time and recommend tax minimization strategies that can reduce your current or future tax liabilities.

Estate Planning, Charitable Planning & Giving

Take the steps to ensure your legacy impacts the lives of organizations or charities that are close to your heart. Make an enduring difference in the lives of others and impart that knowledge to the next generation by teaching them that significance lies within the use of money.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.