Options Customized to Meet Your Needs

A Dedicated Single Family Office (SFO)

A Dedicated Single Family Office (SFO)

Our expert Family Office Consultants work closely with your family to design and build a custom SFO that meets your unique goals.

Outsourced Family Office Services

Outsourced Family Office Services

We can provide an outsourced resource to fill a temporary or permanent position in your family office.

Customized Solutions

Customized Solutions

Choose the services you need—à la carte or bundled—to meet the special needs of your family or family office.

Complementing your family office with skilled expertise

Single Family Offices often need to be realigned to meet their evolving needs and opportunities. Family Wealth Advisors can help by providing outsourced resources, including a:

Chief Investment Officer

Chief Investment Officer

Providing investment consulting, customized aggregated reporting, and management services to keep your investment strategy and implementation on track with your investment objectives and plan..

Chief Financial Officer

Chief Financial Officer

Supplying financial administration services, including accounting, bill paying, bookkeeping, reporting, document storage and management—partnering with tax professionals to assist with tax preparation.

Chief Administrative Officer

Chief Administrative Officer

Providing ongoing strategic planning and day-to-day management of the family office—including all administrative risk management and operational activities—to maximize efficiency and support the family's goals.

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