Exclusive Family Office: Feel the sensations of calm and control

As an ultra-high net worth family, streamlining and orchestrating your entire financial life requires specialized knowledge, experience and time. Financial markets, tax laws and legal structures are endlessly complex. To understand and navigate them, you need a dedicated team of multi-family office experts who are laser-focused on your family’s affairs. You serve as CEO of your financial life and set the vision for your family. We function as your strategic advisor and executive team, striving to ensure your vision becomes reality – and establishes your legacy for future generations.

A team of seasoned specialists — all working for you

If you’re like most families with significant resources that we work with – individuals and single family offices whose net worth ranges from tens of millions to a few billion – your financial life involves a complex web of strategies and countless executional details. To understand and navigate these complexities, you need a dedicated team of multi-family office experts in wealth planning and investment management, tax planning and compliance, trust and estate planning, family governance and strategic philanthropy, accounting and enhanced reporting focused on your family’s affairs.

Your Aspiriant team includes seasoned experts in all these disciplines who strive to manage your financial ecosystem like an efficiently run business. Each of them thinks constantly about your needs and aspirations and communicates and coordinates frequently to create cohesion and continuity on your behalf. We handle the minutiae and distill large amounts of information so you can focus on the most important decisions. You’ll have a hard time coming up with a situation that our experts – who hold CFA^®, CFP^®, CPA, CIMA^®, CAIA, CTFA and JD designations – haven’t handled many times before. No longer do you need to coordinate outside advisors. We bring everything together under one roof.

Rest easy – we strive to let nothing fall through the cracks

A plan is only as valuable as its execution. We’ve seen many families pay their advisors hefty fees to create elaborate trust structures, asset allocations, and other financial strategies, only to miss out on their full value because the plan wasn’t executed properly. We love building and strategizing. We also relish executing the fine details of your plan. By working together as one tight-knit team, we strive to ensure nothing falls through the cracks. Our broad employee ownership model leads to long term stable teams which means your wealth is seamlessly cared for from generation to generation without interruption.

Complex matters to sort through

If you’re part of an entrepreneurial, enterprising family, there’s a good chance you lose sleep over some of these questions:

• If something happens to me, who will have the historical knowledge, context and financial acumen to take care of my family?
• Are all the pieces of my financial life being coordinated and executed effectively and in line with my goals?
• What is my legacy – how do I set it in motion and maintain it?
• How do I manage my family’s governance, taking into account values, education, generational differences, and family meetings?
• How much should I leave to my children?
• Are my children prepared emotionally and intellectually to inherit wealth?
• How can I maximize transferring wealth to family and charity in a tax-efficient manner?
• Am I using the right investment strategies across various entities?
• How can I access unique investment opportunities?
• How can I maximize the impact of my philanthropy, creating a philanthropic mission statement and executing on it?
• How will new tax laws affect me?
• How will our wealth impact our children and their future spouses?
• Is my risk management program appropriate for my situation?

Our Exclusive Family Office team thinks about these kinds of issues constantly, so you don’t have to. There’s a moment when clients see all our disciplines meshing together on their behalf and say, “How did I ever do this without Aspiriant?”