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- Family Office Services
Family Office Services
Meeting the Diverse Needs of Complex Families
Helping wealthy families coordinate all aspects of their financial lives. At True Wealth, we possess the experience, resources, and expertise to manage the diverse aspects of your family’s wealth, both now and for future generations. Our family office clients include affluent families, successful executives and professionals, and thriving business owners. Alongside investment management, our family office services encompass coordinated estate and wealth planning, tax planning and compliance, insurance advisory, business advisory services, consolidated reporting, and accounting and bill-paying solutions.
Integrated Wealth Management
Personalized Suite of Services
Brightest Minds. White-Glove Service.
Accounting
Services
Providing accounting services as part of family office financial services is crucial for high-net-worth individuals to ensure meticulous management of complex financial affairs, which often include personal and business-related entities. True Wealth’s accounting services offering such as bill paying, cash flow management, comprehensive bookkeeping and financial tracking, recording, and reporting offer a seamless and organized approach to managing wealth, enabling you to focus on broader financial and personal objectives.
Estate
Planning
Gifting
Strategies
Trust
Services
Investment
Management
True Wealth’s investment management services for high-net-worth individuals include a tailored approach to optimize their diverse and complex portfolios. Our services encompass comprehensive asset allocation to diversify investments across various asset classes and active portfolio management, including regular monitoring and rebalancing. Performance tracking and tax-efficient investment strategies help maximize returns while minimizing risks and tax liabilities.
Tax
Planning
Investment Management
Estate Planning
Gifting Strategies
Trust Services
Tax Planning
Accounting Services
Two Ways We Can Serve Your Family
We serve families whose financial lives span multiple accounts, entities, trusts, and advisors. Some come to us for a dependable back office that keeps day-to-day finances organized. Others want us to coordinate every part of their wealth, from planning and investments to tax and administration. Either way, you’ll have a dedicated team proactively working on your behalf.
Administrative Family Office
A dedicated back office that handles your family’s day-to-day finances with precision, working alongside the advisors you already have. This service commonly includes bill pay and expense management, monthly accounting and financial statements, cash flow forecasting, tax coordination with your preparers, and entity and trust recordkeeping. Consolidated reporting across accounts and entities is available as an optional add-on.
Integrated Family Office
True Wealth Design serves as your lead advisor, with one team coordinating every part of your family’s wealth. It commonly includes everything in the Administrative Family Office, plus investment management, tax planning and preparation, estate and trust planning, charitable giving, and insurance and business advisory. Consolidated reporting across accounts and entities is available as an optional add-on.