INTRUST ADVISORS - A BOUTIQUE MULTI-FAMILY OFFICE

Our focus is to help affluent families, across multiple generations, achieve their goals and dreams.

As your outsource family office, InTrust Advisors removes the burden of planning and day-to-day management of your complex tax, investment and estate structures. We have an established network of third-party experts to introduce you and oversee or we can work with your existing professional team to achieve your objectives.

We have over 20 years of experience assisting families with personalized planning for the future utilizing prudent investment strategies to minimize portfolio volatility, protect capital and maximize long-term returns after taxes.
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We serve a select number of clients to remain accessible, proactive and we are always striving for better ways to serve you. We treat you like our family and your goals and dreams like our own.

• Independent, boutique firm with over 20+ years of experience
• Focus on Family Office and Family Owned Businesses
• Your outsource family office
• Unique tools that simplify monitoring, reporting and planning your wealth
• Fee-based advisors, working for your best interest
• Customized solutions
• Equal eye towards both investment growth ​and capital preservation
• Unique investment solutions and approach​

Our Clients are successful Family Owned Businesses who desire:

  

● ​Comprehensive succession planning for the management team and family ownership
● ​Temporary CFO or board level assistance in the oversight of their business
● ​Someone to help guide the younger generations to be part of a larger family mission
● ​Exit strategies that help them realize their liquidity goals
● ​Cash flow management and planning to provide for future liabilities
● ​Risk management planning to protect business and individual assets
● ​Retirement plan support
● Respect for their innovative, entrepreneurial spirit and hard work
● ​Advice on philanthropy and giving back to the community​

Our Clients are affluent families, wealth creators, and subsequent generations who desire:

• To enjoy their wealth and leisure activities
• To unburden themselves from complex planning and the day-to-day activities of managing their financial affairs
• To work with professionals who understand and focus on the personalized needs and goals of the family
• Support and guidance in the governing of family structures
• Strategies to protect capital and unique opportunities to grow wealth
• Assistance with trust structures and the balancing of completing beneficiary interests
• Advice and assistance on philanthropy and giving back to the community
• Support in the education of subsequent generations

LET US HELP YOU REACH YOUR FINANCIAL GOALS AND DREAMS