Our professionals are dedicated to helping families build strategies that balance the need for immediate support with long-term financial objectives. We recognize that each client brings their own unique situation and goals. Our team listens carefully to build a thoughtful and intentional approach to achieve it.
Your Future Matters
Our Family Office Services group began in the early1990s when many of our clients required help managing their day-to-day financial needs. Today, our work has evolved to providing a suite of solutions to address the complexities that wealth brings, with the trust and discretion it demands.
Safeguarding your information is our highest priority. Our work is guided by our commitment to trust and confidentiality, and we work diligently and intimately with our clients to manage their financial affairs within this framework.
In addition to helping manage your day-to-day financial matters, our professionals focus our service approach on understanding each client’s family goals, family structure, operations and financial context. We foster an integrative firm experience, wherever possible, combining our family office services with our tax and our wealth management service lines. And our professionals are experienced in collaborating with the family and their outside advisors to provide valuable insights and coordinated planning.
Financial Strategies & Administration
Our practice looks to go beyond managing your day-to-day financial matters. We work toward a comprehensive, coordinated financial strategy and the experience and knowledge to help manage your financial and tax situation in a holistic and integrated manner. From routine bill payments to banking and ongoing financial reporting to tax compliance and planning, our firm can take care of the details while also offering proactive tax strategies through cross-department collaboration when partnered with our tax department.
Complex business environments deserve sophisticated software solutions. We work closely with our Cloud Solutions Consulting team to provide system implementations, upgrades and ongoing maintenance giving you visibility of your full financial landscape.
Our select network of concierge services and specialists is at your fingertips, taking the worry out of finding the services you need to live your lifestyle. We monitor costs and actively manage relationships with providers in order to ensure smooth and seamless service delivery.
We serve as a financial hub for the family, facilitating the flow of information, a collective vision, and a long-term orientation. Through clear and consistent communication, we help stakeholders feel confident in the direction and goals set by the family. The core of our practice is serving your family’s financial demands, and our professionals bring experience with family governance, operations and long-term planning.
Wealth Planning & Advisory
We focus on protecting, preserving and growing your family assets to achieve your long-term financial goals. Our comprehensive process relies on objectivity, accountability, and a thorough understanding of your personal goals to create a customized portfolio, objective advice and overall investment strategy.
Investment Advisory Services are provided by Frank, Rimerman Advisors LLC, a federally registered investment advisor and a subsidiary of Frank, Rimerman + Co. LLP. Registration of an investment adviser does not imply any SEC endorsement or certification.
Insurance & Risk Management
As your life changes, so does your risk. Our team helps review risks and identifies opportunities for risk mitigation and management. We serve as a liaison with brokers to help review coverage of major assets and regularly review your property, casualty and liability insurance coverage during our reporting cycle. From evolving family factors, changes in business or investment activity and the ever-changing macro environments in which the family is operating, your dedicated team will help you to evolve your risk management strategy.