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.
Family Office Services Include:
Holistic Family Map
A comprehensive, 360-view of your family’s entire financial picture.
Financial Planning
We’ll outline your needs, wants and wishes to identify which income sources and assets will be used to fund them.
Tax Consulting
Comprehensive tax planning designed to maximize your revenue retention and minimize your tax liability.
Trustee Services
Management of your family’s trust in alignment with the family’s long-term goals.
Bill-Pay, Bookkeeping, CFO Services
Let our team handle the time-consuming routine of bill pay or the complexities of finance and accounting work.
Estate Consulting
Create a detailed estate plan worthy of your loved ones and the assets you’ve worked for your entire life.
Administration of Estate
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Insurance Planning
Getting ahead of risks requires a holistic, strategic approach to identify exposures and develop plans to mitigate or avoid them.
Real Estate Consulting
Assistance with managing real estate, from everyday duties of an owner to buying, selling, and investing in real estate.
Risk Mgmt: Home, Auto, Liability
Identify risk related to major assets and develop plans to mitigate or avoid them.
Vehicle Acquisition Consulting
Guidance related to purchasing rare, vintage, or exotic automobiles.
Lending Solutions
Access liquidity from your portfolio’s value without liquidating assets.
Investment Banking
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.
Business Succession
Access a network of travel professionals to help plan your family’s next getaway.
Comprehensive Custom Reporting
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Next Gen Financial Stewardship
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
College Counseling
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Health & Wellness
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Travel Concierge
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
