Family Offices
Empowering Family Offices for Generational Success
As a trusted ally to family offices, our team provides investment management and private wealth services designed to help enhance your operational efficiency, mitigate risks, and safeguard generational wealth. Our success is anchored in our Investment Led, Planning Driven strategy, which combines extensive experience with a collaborative approach from the very beginning.
We have worked with family businesses that have evolved into family offices, often starting as enterprises founded by a grandfather, passed down to a father, and now involving the grandkids. These businesses are sometimes sold, with investments forming the foundation of a family office. Most business owners don't realize they need a family office, and we provide the knowledge to make this transition smoothly.
We have a deep understanding of the intricate investment and wealth planning needs of families with substantial wealth. We assist your family office in helping to seamlessly integrating family office and investment management solutions into a holistic wealth management plan.
Investment Management
Uniquely tailored and backed by our research team, we focus on understanding each client’s goals and aligning solutions to help meet future goals and plans.
Wealth Planning
Our experienced and highly credentialed team will work with you to create a comprehensive plan for defining your client’s path forward, from year-round planning to time-sensitive opportunities.
Alternative Investments
Alternative investments can help diversify a traditional portfolio and provide the potential for improved risk-adjusted returns. Our tactically managed portfolios can include hedge funds with the potential to protect against volatility, while access to private capital may provide new market opportunities.
Family Governance*
Offered through Wells Fargo Bank, N.A., Our Family Wealth and Culture Services team has a passion for dynamic families. By collaborating with renowned thought leaders, we help to design educational opportunities, share innovative thinking, and develop customized solutions pertaining to family, business, and community.
Trust & Fiduciary Services*
Through Wells Fargo Bank’s Trust Services, we offer full trust, estate and fiduciary services, providing you with a trusted partner committed to preserving legacies across generations. Our team of seasoned fiduciary professionals oversee all aspects of trust administration, including distributions, investment management and tax compliance.
Philanthropic Services*
With professionals located throughout the United States, we can access a comprehensive suite of specialized charitable solutions. From structuring lifetime giving programs to handling the day-to-day operations of a large-scale family foundation, specialists can help connect you with the right resources.
Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-today management of any referred accounts. Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Let’s start the conversation
Schedule a complimentary meeting today!