Access to Wealth Structuring
Do you need a trust, foundation, company or family office to hold and manage your assets? As a client, you benefit from a complimentary wealth planning consultation and access to our network of preferred providers and rates, as well as structuring support from The Family Office.
At The Family Office, we are an independent advisor and do not manage wealth structuring vehicles or receive
any commission from our preferred partners. Our role is to support clients in identifying their needs and
connect them with our network of partners. We provide clients with setup and KYC support, and
automated solutions to streamline financial statement production.
Why Consider Wealth Structuring?
Creating succession and a smooth wealth transfer can be challenging without a structure. Decentralized assets often lead to confusion and inefficiency, making it hard to track and manage holdings. Assets protected by a structure may also be safeguarded in the event of litigation or dispute.
Additionally, without inheritance planning and flexible beneficiary designations, family disputes and complications can occur. A solid succession plan is crucial to ensure the smooth transfer of business interests and investments, preserving their future stability and growth.
Why The Family Office?
Access
Access to preferred partner relationships at lower rates through our automation, scale, and partner relationships.
Single Contact Point
Simplify your experience with one point of contact for all accounting and asset queries.
Comprehensive Support
Assistance with ongoing governance and support with lifetime events affecting your structure and investments.
Technology
Efficiency, accuracy and timeliness of data transmission utilizing data aggregation and automation solutions.
Frequently Asked Questions
Still have questions? Visit our FAQ page.
Any client investing with The Family Office can access our preferred partner arrangements.
If your questions weren't addressed, don't hesitate to contact our team of experts.