Family Office Services

Family Office Services are customized and may include but are not limited to:

Investment and Planning Services:

  • Goal-based asset allocation
  • Traditional asset management
  • Portfolio risk management
  • Opportunistic investing
  • Financial planning
  • Tax & Estate planning
  • Trust management and services
  • Liability management and review of mortgages, lines of credit, cars, etc.

Asset Purchase and Management:

  • Property management, domestic and international
  • Recreational asset management and insurance

Business Governance:

  • Succession planning
  • Evaluation of current buy/sell agreements
  • Evaluation of corporate 401(k)
  • Interaction of family members with the business
  • Regular stakeholder meetings
  • Business liability insurance and key-person planning and insurance

Family Governance:

  • Understanding family dynamics
  • Education of family members on financial, business, and ownership responsibilities
  • Family meeting facilitation and management of relationship risk
  • Medical, personal security, and risk management of recreational assets
  • Family governance creation and junior board apprenticeship
  • Intellectual, social, and human asset development
  • Succession planning for all family entities
  • Leadership development and transition planning
  • Passing values and family legacy to next generations
  • Facilitating ongoing interaction and communications among family members
  • Management and coordination of family philanthropic focus

Concierge services:

  • Personal services for family members
  • Keeping the family calendar
  • Recreational asset management
  • Travel services
  • Family event planning (meetings, trips, educational outings)
  • Procurement of specialized family services or luxury items

We will integrate your entire team of professionals within a flat fee structure so that you have a single point of Contact for all of your needs, including those listed above. We offer a safe environment and pledge to make your family office experience exactly what you want it to be.

Advisory services through Aspen Wealth Management, LLC, a state registered investment adviser.  For more information and important disclosures regarding Aspen Wealth Management, LLC, please review our Form ADV.

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