Families of exceptional wealth have evolved a holistic approach to their wealth:  They have a family office.

Why Family Office Advisors?

For centuries, wealthy families have turned to trusted advisors to assist them in making informed investment decisions, ensuring the protection and growth of the family assets for current and future generations. In today’s complex investment environment, the term “advisor” is being routinely used to describe a seller of investment products, so the need for independent private advice and counsel is greater than ever. Unless a family has substantial wealth, finding unbiased advice – at a reasonable cost – has become increasingly difficult.

FAMILY OFFICE ADVISORS, an independent Registered Investment Advisor,
meets this need by orchestrating the total wealth management process, working with your respected professionals.  The assets of the family are much more efficiently managed by a single office coordinating all of the various professional disciplines necessary to administer the financial affairs of the family. We provide the impartial and objective overview and the integration so crucial to long-term success.

Overview of What We Do

• Assess family goals and risk tolerance
• Analyze and quantify the amount of risk in the present portfolio
• Develop an investment strategy
• Identify and oversee money managers
• Coordinate and serve other wealth management needs

Just as mutual funds spread the cost of professional management over many investors, the cost of FAMILY OFFICE ADVISORS’ professional management is spread over a number of families providing an economically efficient platform formerly enjoyed only by an exceptionally wealthy family.

Our Family Solution

Our impartial expertise is provided on a fee only basis. Unlike many investment or financial planners who are really selling products alongside their advice, we accept no commissions and sell no products such as stocks or bonds, insurance or annuities.

FAMILY OFFICE ADVISORS provides peace of mind by supervising and monitoring the family’s entire financial spectrum, not just the investment management process.  Our unbiased perspective is concentrated solely on your needs.  Our interests are uniquely and totally aligned with your interests.  We become your family’s office.