The Family Office Model

The family office model is a way of organizing and coordinating a client's entire financial life rather than giving isolated advice on one product, one account, or one area of planning.

Traditionally, family offices were created for extremely wealthy families to coordinate investments, taxes, estate planning, businesses, insurance, risk management, succession, charitable planning, and long-term wealth transfer. The key idea was simple: someone was responsible for seeing the entire picture and helping make sure all of the professionals were working toward the same goals.