White Glove Service for Main Street Investors
Coordinating a team of professionals to manage the key parts financial world
Each area is complex and impacts the others, but professionals have historically done little to coordinate with areas outside their discipline.
Where did the idea for family office wealth management come from?
John Rockefeller set up the first family office. Rockefeller’s fortune warranted hiring a dedicated team of accountants, real estate managers, attorneys, investment managers, and concierge specialists. The family office managed all the areas involved in the family’s wealth.
We call our offering Family Office Lite™ because our clients rarely need foundation management, real estate management, or concierge services.
We focus on delivering the primary components of the family office:
This creates more space to allow you to do what you love.
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Advisory services offered through Retirement Planning Services, LLC.