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Wealth Management Services

Family Office Services

As a prominent individual, family, or business owner, you may have reached a level of financial success that requires a more strategic and integrated set of solutions and services. Even if you have some form of family office infrastructure in place, our services are designed to support your existing dynamic.

Our services are designed to provide you with the key elements of a solid foundation in a single integrated offering: 

  • Strategic planning and advisory services: Generational trust and estate planning, tax and advanced financial planning, business value and exit planning, strategic philanthropy
  • Expertise and educational resources: White papers, podcasts, research, webinars, events, Wealth Compass educational programs
  • Family legacy solutions: Family engagement and alignment, family learning, family governance, personal and professional development
  • Comprehensive data aggregation, reporting, and analytics: Data aggregation and validation, flexible and customized reporting, financial statement generation and analysis
  • Additional services: Personal financial services, entity management, specialized transition services

Contact us to learn how you can help fulfill your family's vision with comprehensive family office services.

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