Family Office Management
Families who have amassed significant wealth, whether big or small, require more complex financial management strategies, and this makes establishing a family office a logical choice. A family office is a structure that engages a team of professionals to oversee and manage the private affairs of the family.
There are many benefits of running a family office:
Why McKinley Plowman?
With a varied range of divisions within our firm, McKinley Plowman provides seamless, integrated, and family-specific wealth management services.
Our goal is to take on the complex task of managing a family office to allow our clients to focus on growing their business and nurturing their family.
Our process starts with an initial planning session to determine the family’s unique needs. A collaboration of client managers from different divisions will identify the recommended services to meet the family’s requirements before a plan is implemented. Families with high net worth can be at peace knowing that a team of accountants, finance specialists and wealth advisors are looking over their affairs.
Clients who are exceeding or fast approaching $10M+ of net assets can benefit from Family Office Management services such as:
To find out more about McKinley Plowman Family Office Management services – contact us here.
(If you are not yet at this level yet, however it is something you aspire, please take a look at Life Plan as another option.)