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Family Office Services

Family Office Services

We go beyond money management. For our most complicated clients, Family Office Services serves to better organize, simplify, and streamline the oversight of their affairs. Through proactive engagement of our clients’ other key advisors (legal, tax, and insurance), Family Office Services helps build a cohesive and collaborative team that ultimately serves to save the client time, money, and an increased ability to reach goals more efficiently.

Organize

Consolidated Report Review
eLegacy App
Web-Based Team Filing Cabinet

Cash Management

Investments/Retirement
Benefits/Estate

Visualize

Long Term Modeling
Cash Flow
Assets

Analysis
Answers

Estate Tax Management

Charitable Planning

Analyze

Investments
Tax Efficient
Cost Conscious

Business Holdings
Succession
Qualified Retirement Plan

Estate Plans
Strategy Modeling
Strategic Analysis

Review

Client Meeting
Status Reports
Family Communication

Child Meetings
Education
Empowerment Advisor

Team Meetings
Income/Estate Tax Management
Coordination

More About Legacy Planning Services

eLegacy

View your wealth management website

Investor 360

View your Commonwealth accounts

SEI