A Boutique Wealth Management and Financial Planning Firm
At InTrust Advisors, we offer Family Office Services to select affluent families who need assistance in managing their complex financial lives. We remove the burden of financial 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 25 years of experience assisting families with outsource family office services. Our services are customized to your unique needs. They are retainer based and do not require InTrust's management of your investment assets. We are here to serve you and to afford you the peace of mind so that you and your family deserve so you can enjoy your wealth, not be a slave to it! 

Family Office Services 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. 

EXAMPLE CASE STUDIES

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