"Money is like water: Too little creates a desert, too much a flood.
Only in the right proportions does it give life." ― Judith Green
Feeling overwhelmed by the daily tasks of managing your complex wealth? Struggling to coordinate your financial affairs across multiple advisors? Worried about preserving your legacy and ensuring a smooth wealth transition?
At InTrust Advisors, we provide comprehensive Family Office Services as an add-on service for advisory clients to help you reclaim your time, simplify your financial life, and build a lasting legacy. We're your trusted guide in navigating these complexities.
This is a tailored solution for complex needs that free you to focus on what matters most. Our centralized approach coordinates all aspects of your wealth management. Our expert guidance in estate planning, philanthropy, and family governance helps preserve your legacy. Our clear, objective advice helps you navigate complex financial decisions. Our comprehensive asset protection planning safeguards your wealth.
Request more information on our family office services and start simplifying your wealth management today.
THE BURDEN OF COMPLEX WEALTH:
✔️Time-Consuming Management: Are you overwhelmed by the daily tasks of managing your complex tax, investment, and estate structures? We take over the management tasks, freeing you to focus on your family, passions, and future.
✔️Lack of Coordination: Struggling to coordinate financial affairs across multiple advisors? Our centralized approach, coordinating all aspects of your wealth management.
✔️Preserving Your Legacy: Worried about preserving your legacy and ensuring a smooth wealth transition? Our expert guidance in estate planning, philanthropy, and family governance helps preserve your legacy.
✔️Navigating Complex Financial Decisions: Facing complex financial decisions about business ventures, investments, or estate matters? Our clear, objective advice helps you make informed decisions.
✔️Protecting Your Assets: Looking for strategies to protect your wealth from risks and ensure long-term security? Our comprehensive asset protection planning safeguards your wealth.
At InTrust Advisors, we provide comprehensive Family Office Services as an add-on service for advisory clients to help you reclaim your time, simplify your financial life, and build a lasting legacy. We're your trusted guide in navigating these complexities.
This is a tailored solution for complex needs that free you to focus on what matters most. Our centralized approach coordinates all aspects of your wealth management. Our expert guidance in estate planning, philanthropy, and family governance helps preserve your legacy. Our clear, objective advice helps you navigate complex financial decisions. Our comprehensive asset protection planning safeguards your wealth.
Request more information on our family office services and start simplifying your wealth management today.
THE BURDEN OF COMPLEX WEALTH:
✔️Time-Consuming Management: Are you overwhelmed by the daily tasks of managing your complex tax, investment, and estate structures? We take over the management tasks, freeing you to focus on your family, passions, and future.
✔️Lack of Coordination: Struggling to coordinate financial affairs across multiple advisors? Our centralized approach, coordinating all aspects of your wealth management.
✔️Preserving Your Legacy: Worried about preserving your legacy and ensuring a smooth wealth transition? Our expert guidance in estate planning, philanthropy, and family governance helps preserve your legacy.
✔️Navigating Complex Financial Decisions: Facing complex financial decisions about business ventures, investments, or estate matters? Our clear, objective advice helps you make informed decisions.
✔️Protecting Your Assets: Looking for strategies to protect your wealth from risks and ensure long-term security? Our comprehensive asset protection planning safeguards your wealth.
OUR TAILORED FAMILY OFFICE SERVICES MAY INCLUDE: |
✔️Family entity accounting.
✔️Family entity budgeting, projections and/or limited capital formation. ✔️Asset manager selection, reporting and evaluation. ✔️Investment review and due diligence. ✔️Facilitating family meetings and governance. ✔️Board representation. ✔️Tax work development and planning in coordination with your CPA. ✔️Strategies to protect capital, manage risk and unique opportunities to grow wealth. ✔️Estate planning in coordination with your attorney. ✔️Exit strategies with realized liquidity. ✔️Asset protection planning. ✔️Cash flow management and planning for future liabilities. ✔️Family education. ✔️Other specialized services. |
Our Family Office Services are typically priced based on a negotiated retainer for ongoing services plus an initial set-up fee. See our Form ADV Part II A&B in the page footer for more information.
REQUEST INFORMATION ON OUR FAMILY OFFICE SERVICES
Request more information on our family office services and start simplifying your wealth management today.