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:
  • My son is dyslexic. What school should I send him to?
  • My parents need supervised living. Where should they go?
  • My sister is getting divorced. Who are the best lawyers?

    B. Wealth Manager: This is a suite of services from which you may select.
  • A wealth management plan including preservation of assets, setting of personal and family goals, establishing relationships with custodial and investment managers.
  • Setting up and managing a foundation or charitable program.
  • Arranging for consolidated reporting and bill paying from among vendors, accountants, and financial managers.
  • 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.
  • Assessment of health care plans, and crisis intervention.
  • Assessment and analysis of investment managers.


    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.



    1250 24th Street, NW Suite 350
    Washington, DC 20037
    (202) 835-1695