Family Office Services
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Regardless of the size type or complexity of your organization our team can help you determine the structure that best serves your needs.
Family office services. 12680 high bluff drive suite 450 san diego ca 92130. Some family offices offer strictly strategic and investment services while others offer everything from strategic philanthropy to convenience services. Securities offered through hightower securities llc member finra sipc.
A family office helps manage the financial needs of a family in order to maximize investments reduce complexity and handle the family s personal affairs. Such a multi family office is actually more an independent asset manager. Most family offices combine asset management cash management risk management financial planning tax accounting lifestyle management and other services to provide each family with the essential elements for addressing the pivotal issues it faces as it navigates the complex world of wealth management.
Below is a list of family office services that are commonly provided. Besides its independence two of the services a family office primarily provides are asset management or asset allocation only and consolidated reporting and monitoring of all the family s assets. Often a basic multi family office will only offer asset management.
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