Family Office
Family wealth brings complexity. With our special skills in family communication and family education, we minimize the complexity while helping you to achieve your financial, personal, and family objectives.
Excellence in wealth stewardship begins with our FAMILY OFFICE MINDSET.
Our FAMILY OFFICE MINDSET (FOM)™ service approach starts with our team actively engaging a client and their family to deepen our relationship. As we learn their family story it allows us to better understand the family values and dynamics at play, which affect the family's vision and goals for their family' s wealth.
Employing what we learn, our team helps the family craft its vision, identifying education and leadership development opportunities along the way. From here, we encourage our clients by challenging them to achieve their goals and hold each other accountable to the family's mission.
Utilizing our comprehensive library of family office resources and expertise, we become the family's advocate, coordinating efforts and managing a client family's existing network of tax, legal and business professionals. We serve as your family's professional concierge.
At Trust Company Family Offices families are our focus. Our FAMILY OFFICE MINDSET is our commitment to excellence in service, as we help each clients’ family navigate real-life challenges that deeply impact their family's legacy.
We are a proud member of Family Office Exchange. Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations.
