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Family Office Management

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:

  • Obtain advice from professionals who have a well-rounded understanding of your assets and liabilities.
  • Have a dedicated team working cohesively in implementing the family’s wealth plans.
  • Set in place well-thought out strategies to diversify investments and mitigate risks.
  • Protect the family’s wealth for the next generation through estate planning and review.
  • Simplify the family’s complex wealth circumstances through a unified approach of the team of advisors managing the family office.
  • Have more time.

 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.)

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