or those clients that wish to use our full breadth of services, we provide Family Office Services. We offer families with substantial assets customized services tailored to individual needs and situations. We integrate these services including:
- Asset Allocation Analysis
- Investment Management
- Cash Flow and Financial Management (including tax planning and preparation)
- Estate Planning
- Trust Administration
- Insurance Placement and Management
- Business Management and Succession Planning
- Family Meeting Organization and Facilitation
- Foundation and Charitable Giving Management.
- Consolidated Reporting on all assets and liabilities
By integrating these services together, we can develop a customized plan that is most appropriate in achieving a client's financial objectives.
Investment advisory services offered through VergePointe Wealth Management, LLC (an SEC Registered Investment Advisor)