Services
Why Use a Family Office?
- Central financial management center for the wealth so more holistic decision making can be made;
- Higher chance of an efficient and successful transfer of family assets, heritage, values, and relationships;
- Access to institutional quality talent, fund managers, and resources that would be difficult or impossible to obtain as an individual;
- Reduced costs in achieving a full balance sheet financial management and investment solution.
Wealth Matters was formed to serve the unique needs of family offices and the clients they serve. Our firm can assist in developing long-term integrated management solutions for net worth family offices and the firms that serve them.
Wealth Matters has an exclusive focus on family office consulting and planning services. These services include:
Family Office Consulting
- New family office design
- Fractionalization of existing family office
- Governance design and review
- Serving on family office advisory councils
- Special projects requested by family offices
- Review of staffing plans and alternatives
Planning Services
- Liquidity event planning
- Estate planning
- Charitable planning
- Tax planning
- Trust planning
- Next generation education
- Advanced planning solutions using life insurance
- Preparing the family liquidity event from sale of business
Investment Management Review
- Develop and coordinate request for proposals for investment managers
- Review investment policy statement and related governance structure
- Review due diligence process for family or family office
- Other projects as requested
Learn more about effective Family Wealth Management and the 5 P’s.
For more information on our services, please contact us at susan@wealthmattersllc.net.