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Our Products
OurFamilyManager.com is a client-driven company. We tailor our products to your needs. No two families have the same troubles, challenges, and just plain complexities.
Our services are structured around three basic components:
A. WealthSolutions: Our analysts and relationship managers are available to you to research and answer questions that crop up. When you subscribe to this service we answer questions like:
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My son is dyslexic. What school should I send him to?
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My parents need supervised living. Where should they go?
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My sister is getting divorced. Who are the best lawyers?
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B. Wealth Manager: This is a suite of services from which you may select.
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A wealth management plan including preservation of assets, setting of personal and family goals, establishing relationships with custodial and investment managers.
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Setting up and managing a foundation or charitable program.
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Arranging for consolidated reporting and bill paying from among vendors, accountants, and financial managers.
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Management of your household and personal assets including art and antique sales, purchasing, insuring, maintaining and management; real estate advisory; household staff and management recruitment and training.
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Assessment of health care plans, and crisis intervention.
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Assessment and analysis of investment managers.
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C. Wealth Educator: When you become a client you will receive invitations to small gatherings of wealthy families to discuss shared concerns about family issues, security, education, and philanthropy.
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