Family Office Services

Families of significant wealth have many complex needs and opportunities.  Their high prospective income, estate tax liabilities and business succession requires special planning (see section on FFA Business Transition Planning).  Unique lifestyle needs demand special customization of services.  Typically there is a need for multi-generational family governance and wealth strategies.  Complex cash flow requirements add a layer of complexity to asset allocation and tax strategies.  Complicated ownership structures require close coordination of your team of advisors as well as accurate measurement and monitoring.  Families operating businesses pose unique challenges given that they are often a family’s single largest asset.  Strategic philanthropy often impacts planning and investment strategies.

For clients with significant wealth, typically with near-term liquid investment assets of $10 million or more, FFA offers an array of additional services, pricing structures, and customization.

Family office services that we offer:
  • Personal property vendor management and oversight including construction, maintenance and contract negotiation
  • Tax preparation and planning with FFA CFO oversight
  • Private Banking and lending for personal and business coordination
  • All FFA wealth management services
  • Family Business Counsel with HR advisory
  • FFA Family Therapist Counsel
  • Industrial Organizational Ph.D. family business measurement and succession planning
  • Legal coordination
  • Elder-care and incapacity coordination
  • Pet Trusts - The Law Office of Hoyt & Bryan LLC, Custody National Advisors Trust, FSB
  • My Family Financial Journal © - Utilizing the FFA Journal®, Includes family tree, My Wishes, My Life, My Document and Record locator, my home inventory, all wiith your favorite videos, music photos and more.
  • Medical Advocacy  
  • Risk Control Strategies 
  • Life Style Advisory 
  • Family Office legal coordination with your attorney - The Law Office of Hoyt & Bryan LLC

Please feel free to contact Mike with any questions

 "No one on his death bed ever said, I wish I spent more time on my business"  

                                       - Paul Tsongas - U.S Senator