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Family Office Services

Existing & Future Offerings
 

  • Goal Oriented Strategy Development:

    • Principal Preservation

    • Principal Growth

    • Income

    • Tax Advantaged Strategies

 

  • Coordination and oversight of external advisors:

    • Assist in developing and implementing strategies

    • Service provider introductions

    • Service provider liaison

    • Investment due diligence

    • Point of contact for execution, review, analysis and reporting

 

  • Wealth Sustainability:

    • Financial modeling

    • Forecasting

    • Cash flow projections

    • Coordination of estate planning activities

    • Ongoing corporate maintenance activities

      • Sunbiz filings

      • Corporate minutes

 

  • Portfolio Diversification:

    • Strategic Allocations with larger firms

    • Focused strategies with boutique firms

 

  • Financial Reporting and Tax Reporting:

    • Partnerships

    • LLCs

    • Sub S

    • Income/Revenue summaries

    • Cost/Expense summaries

    • Accounting: Quickbooks

    • Customized Reports

      • Stock charts

      • Investment performance

      • Real Estate (NOI and Cap rates)

  • Investment due diligence:

    • In depth financial reviews

    • Sounding board

    • Pre and post-mortem analysis

 

  • Cost efficiency:

    • Leveraging service providers for lower cost to serve

    • Access to borrowing facilities

    • Lower term rates

    • Insurance benchmarking

 

  • Specific strategy implementation:

    • Options strategies

    • Targeted equity strategies (M&A themes)

    • Structured Notes

    • Opportunistic REITS

    • Select private equity deals

    • Commercial Real Estate

 

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