Family Office Services
A family office is a center for managing and preserving family wealth. It serves the financial and lifestyle needs of a family and its future generations by helping them manage all their different assets, interests, and needs.
The main components of a family office service usually include :
Our team of affiliated family office specialists has particular expertise in money and Individual asset management and can provide the following additional services :
- Financial and Estate Planning
- Trust Administration
- Investment Monitoring and Pooling
- Asset allocation
- Performance Measurement
- Insurance Coordination
- Establishing investment objectives and strategy
- Managing assets objectively for both income and remainder beneficiaries
- Providing ongoing portfolio management and oversight, with an emphasis on tax implications
- Reviewing portfolio regularly for quality, performance and compliance with objectives
- Managing liquidity and reinvestment
- Periodically reviewing account with principal
, we have a dedicated team of family office specialists ready to help you. Contact us
to find out what we can do for you.
|Investment Advisory Services offered through
Epic Wealth Advisors, Inc., a Registered Investment Advisor.
EPIC Wealth Advisors is registered to offer securities in the State of California.