InTrust Advisors is now a boutique multi-family office.
I know what you are thinking – “who cares?”
However, if you give me a few minutes, I want to show you why you should care.
First, off what is a family office?
“According to Forbes, a family office performs centralized management or oversight of investments, tax planning, estate planning, and philanthropic planning. Perhaps the simplest definition of a family office is an organization that assumes the day-to-day administration and management of a family's affairs.”
In our case, we do those functions for multiple families thus the multi-family tagline.
We are boutique in that we are small and intimate, like a boutique hotel in your favorite travel destination or an old fashion family doctor.
Finally, we are virtual in the fact that we work with a group of your professionals or those outside professionals we may introduce to the process to facilitate your planning and structure management.
So now the part you may care about. The answer to the question “why do I care?”
The simple answer is that most advisory or wealth management firms just do basic financial planning and investment advisory for the masses.
They do not offer the next level services to actually help you manage the structures they helped put in place.
We can do more to help you remove those management burdens, while delivering more peace of mind.
Check out this list of possible services we offer our clients in addition to wealth planning and investment advisory services:
As the complexity of our families' needs increase, so do the breadth of the services we can offer including the pinnacle of such offerings, family office services.
None of this is one size fits all! It is all customized to your needs, whether large or small.
In the case of the family office and family owned business services, we don’t even need to manage your investment assets to help you.
Everything is a la carte and customized to your needs, just like a fine boutique hotel or the type of service provided by an old fashion family doctor.
How can we help simplify your life today?