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The Family Office
Retirement Calculator

Use our interactive calculator to plan for your retirement with confidence.

Achieve an affluent retirement with The Family Office

Our expert advisors help you navigate the complexities of retirement planning, ensuring a smooth and confident journey toward financial independence.

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Heritage Wealth Planning

We create a plan to help manage your inherited wealth while aligning it with your retirement goals, supporting long-term financial well-being.

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Meeting Your Retirement Goals

Our Retirement Calculator defines your goals, helping you understand how much funds you need and the steps to achieve them.

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Personalized Investment Strategies

Our tailored strategies are designed to align with your unique goals, guiding you towards financial independence.


Start Planning for Your Retirement Today

Our Retirement Calculator helps you estimate your projected retirement income and understand how close you are to your retirement goals. Adjust your preferences to visualize your future financial security.

Choose your top priorities to adjust your retirement plan

How much can you invest initially towards your retirement fund (in USD)?$1,000,000
$500,000
$10 million +
To help achieve your goal we will need a contribution of a minimum of $500,000
Your age50
21
85
Your ideal retirement age60
51
85
How much can you contribute into your retirement fund each month (in USD)?$5,000
$5,000
$100,000
To help achieve your goal we will need a contribution of a minimum of $5,000 each month

How Does Our Retirement Calculator Help You?

1. Estimate Your Retirement Needs: Understand how much you need to invest to work towards financial independence based on your goals and lifestyle.

2. Create a Personalized Investment Plan: Receive tailored recommendations to grow your wealth and efficiently reach your retirement targets.

3. Explore Scenarios: Test different outcomes by adjusting variables like monthly contributions, investment returns, or retirement age.

4. Track Your Progress: Visualize your financial journey with clear insights into how your investments align with your long-term goals.


Frequently Asked Questions

Still have questions? Visit our FAQ page.

Retirement planning is about creating a clear roadmap for your financial future. It’s not just about saving money but ensuring you can maintain your desired lifestyle after you stop working. By setting financial goals and aligning them with a tailored investment strategy, you can have the freedom to live comfortably during your golden years.

If you still have any questions, don't hesitate to contact our team of experts.


Learn more about retirement planning

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Market Insights - 4 min

Where Do We Go From Here? | Mid-Year Outlook 2025

As we and many other market commentators have observed, the world has fundamentally shifted since the pandemic. There are different ways to describe this change, but if it could be summed up in one word, that word would most likely be ‘uncertainty’, or in investing terms, ‘volatility’.

Aug 20, 2025

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How Private Markets Can Strengthen Your Retirement Plan_Banner

Education - 5 min

Navigating Uncertainty: How Private Markets Can Strengthen Your Retirement Plan

Retirement planning has entered a new era. For decades, a balanced mix of stocks and bonds formed the foundation of long-term investment strategies, trusted to grow and preserve wealth across market cycles. But the landscape has changed. Volatility is more persistent, interest rates are harder to predict, and traditional portfolios increasingly fall short of delivering the stability and income needed in retirement.Building a resilient retirement plan today requires more than conventional allocations. It calls for broader diversification, dependable income, and assets that respond differently to market forces. This is where private markets come in. Once accessible only to institutions, asset classes like private credit, real estate, private equity, and infrastructure are now playing a larger role in long-term portfolios, offering new ways to manage risk and capture growth potential.

Jul 31, 2025


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