When the complexities and sophistication of your wealth intersect with your desire for simplicity, we welcome you to our family office—the ultimate private wealth experience.
–Marvin J. Schmidt
Built to stand the test of time, your integrated family office wealth plan is co-created with you and your advisors. Together we combine the past, present, and future to provide an exceedingly thoughtful strategy to meet the needs of your family. We recognize that there are many definitions of family, and however you define family, we are here to serve and guide you.
Family Office Defined
Our family office continuously administers and oversees the day-to-day matters of your family well beyond the scope of wealth management, in an exceptionally personalized manner. Recognized as one of the most technically skilled groups in the country, we have a national award winning team and an industry leading professional to client ratio. We are equipped to counsel and guide the most complex family wealth circumstances.
Our proactive advice and counsel is supplemented by strategic partnerships with a holistic range of industry leading experts. For clients with strong, existing relationships with their own professional advisors, we appreciate the opportunity to collaborate with them. We often, though not required, act as your single point of contact and represent your family in coordinating the services of each strategic partner.
Seamlessly bridging the complexities and intersections of your wealth plan with your estate, tax, insurance, business, and charitable strategies is what separates you in seeking the ultimate private wealth experience and expertise.
Tax
(Personal & Business)
Am I 100% certain I am not paying more taxes than needed?
Estate & Will
Am I confident that my business legal agreements (USA), life insurance contracts, investment account structure, and marital agreements don't contradict each other?
Generations
Will my wealth be a curse or blessing for the next generation, and how have I prepared them?
Business Succession
How do I maximize my exit value and make the transition process as simple as possible?
My Advisors
Are all of my advisors proactively collaborating to maximize my benefit?
Charitable Giving
Where do I start, and how do I make the most of my charitable gifts?
Investment Management
How do I know I am getting the best counsel on my financial assets?
Simplify Life
Is there a way to make life easier for me and my family with all the moving parts of my wealth?
Available By Priority Reservation
Learn how wealth was meant to be managed. Contact our office to discover how having a private team can elevate your wealth management experience and let you see new possibilities through fresh eyes.
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