Family Office Services
Wealth With a Purpose
Exceptional wealth requires exceptional expertise and bespoke care. Which is why we have built the Multi-Family Office Group, specifically to serve families with multi-generational wealth. You will enjoy exclusive, custom investment planning and wealth consulting, privileged access to special events, and an elevated level of personal attention and service. You’ve made your fortune – it’s time to relish it.
It All Starts With a Holistic Family Map
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Information Gathering
Manage your family's critical information securely in one place, from key financial contacts to vacation home landscapers.
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Property & Asset Indexing
Store and communicate information for complex assets, real estate, investment partnerships, and associated liabilities.
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Analyzing Areas of Risk
Discover knowledge and planning gaps that could negatively affect your family's goals and long-term success.
Spheres of Influence
Ensure the correct individuals have access to critical information for everyone in your sphere of influence.
Family Education
Succession of wealth requires succession of information. Plan how to inform and educate your heirs effectively.
Our Family Office Services:
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Wealth Planning
Wealth Plans and Goal Alignment
We’ll outline your needs, wants and wishes to identify which income sources and assets will be used to fund them.
Family Office Advisory
Attend events catered just for our family office clients and connect with other SteelPeak clients and like-minded people – you’ll be all the richer for it.
Family Governance
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Investing
Private & Direct Investments
Identify risk related to major assets and develop plans to mitigate or avoid them.
Alternatives
Access liquidity from your portfolio’s value without liquidating assets.
Separately Managed Accounts
Access a network of travel professionals to help plan your family’s next getaway.
Estate Consulting
Legal Document Creation
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Consultation and Review
Access liquidity from your portfolio’s value without liquidating assets.
Review and Enhancements
Create a detailed estate plan worthy of your loved ones and the assets you’ve worked for your entire life.
Tax Consulting
Outsourced CFO
Comprehensive tax planning designed to maximize your revenue retention and minimize your tax liability.
Bookkeeping, Bill Pay & Accounting
Let our team handle the time-consuming routine of bill pay or the complexities of finance and accounting work.
Entity Formation
Management of your family’s trust in alignment with the family’s long-term goals.
Advanced Tax Strategies
We’ll outline your needs, wants and wishes to identify which income sources and assets will be used to fund them.
Insurance
Property and Casualty
Guidance related to purchasing rare, vintage, or exotic automobiles.
Health Insurance
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Banking and Lending
Cash Management
We’ll outline your needs, wants and wishes to identify which income sources and assets will be used to fund them.
Mortgages and Refinancing
Assistance with managing real estate, from everyday duties of an owner to buying, selling, and investing in real estate.
Securities-based Lending
Attend events catered just for our family office clients and connect with other SteelPeak clients and like-minded people – you’ll be all the richer for it.
Specialty Finance
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Business Lending
Identify risk related to major assets and develop plans to mitigate or avoid them.
Lifestyle, Health & Travel
Philanthropy
Creating a lasting legacy is the goal, making sure your are properly set up to maximize the impact is where we come in.
Health & Wellness
Assistance with selecting the right healthcare plan provider as well as access to specialized wellness providers.
Luxury Travel
Managing the logistics of travel can be tricky, gain access to professionals to help you navigate and plan your vacation.
Art & Collectibles
Access to experienced professionals in the world of art and other collectibles.
Staffing
It takes a village... get help with organizing your life with access to a network of care providers, from personal chefs to childcare .
College Counseling
Gain access to professionals who can help you navigate the higher education options for your children and grandchildren.
