Family Office Services -

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.

Securities and Advisory Services Offered Through BCG Securities, Inc., 888-394-2247 A SEC Registered Investment Advisor. Member FINRA/SIPC The investment representative associated with this website may only discuss and/or transact securities business with residents of the following states: CO, DC, FL, MD, NY, RI, VA.

Family Office Services

contAct

quick links

©2021 Aspen Wealth Management, LLC. All rights reserved.