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Financial planning for high net worth families
Strategic financial administration across multiple advisors, providing confidence that your affairs are being managed.
Navigate regulatory risk, maximize tax planning strategies and provide transparency to help make sound, economical decisions.
Support your legacy by engaging future generations in your family mission and governance.
Financial planning discussions vary depending on the financial counseling program offered.
Assessing fees and performance, and coordinating the role of each in the overall portfolio allocation.
Actively assessing changes and proposed changes to tax laws, the effect they may have on the current landscape and making strategic adjustments.
Ensuring the appropriate structure is in place in advance to meet short and long-term planning objectives in the most efficient manner possible.
From foundations and partnerships to funded trusts, we’ll track beneficiary distributions and execute planning and administrative documents with family members, attorneys and trustees.
Monitoring capital calls, distributions and management of liquidity needs.
Coordinating real estate transactions, tracking operating expenses and cost basis, and managing insurance coverage.
Overseeing payroll administration, tax reporting, workers’ compensation and disability insurance policies.
Reviewing and analyzing available options in the context of average hours and distances traveled, personal use versus business use, depreciation and other considerations.
Our highly credentialed advisors take a hands-on approach to addressing the specific needs of each family. With our decades-long approach to family office and rigorous four- to six-year apprenticeship program, our advisors receive in-depth exposure to the financial complexities of high net worth clients. They become embedded within your family, offering inter-generational support and continuity among family members.
Internal resources such as our tax policy and research, national tax, and training and development groups support highly complex financial situations.
Our institutional size and approach provides continuity for your family beyond your advisor. Idea sharing, peer group insights and access to sophisticated clients help us innovate and strategically address complex financial planning more efficiently than a single family office.
Exclusivity, opportunity and flexibility are available through our diverse investment platform and Goldman Sachs affiliation. Our disciplined investment approach is both strategic and tactical, and tailored to your risk tolerance.
Average clients per advisor1
Family clients across the U.S.1
Years working with high net worth families
We offer a comprehensive range of investment solutions on multiple platforms that may include access to Goldman Sachs.
Trust planning and guided implementation to help protect your wealth for your family and future generations.
Advance your charitable goals in a tax efficient way with access to a donor-advised fund.
Design and implementation of wealth-protection and wealth-transfer strategies.
Fees may apply.
Updated for tax year 2020
Updated for tax year 2019
1As of March 2018.