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You Need us
OurFamilyManager.com is the advocate, counselor and trusted advisor to wealthy families throughout the US.
More and more, families are discovering that wealth brings new complexities into their lives and new responsibilities. Some families have created fully staffed offices to handle these issues. But many families are discovering they can achieve the same level of management at lower costs through the shared family office. That's why the Wealth and Family Management Group was founded.
OurFamilyManager.com was created to help families with:
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The creation and management of philanthropy programs. |
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The safe and profitable investment of their financial and personal assets, such as houses, art, antiques, cars, and boats. |
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The transfer of wealth to their children, and the effects of wealthy lifestyles on children. |
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The ownership structure and governance of family businesses. |
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The day to day bill playing and information gathering necessary to run households and family lives. |
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Education opportunities facing their children. |
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Health care issues and crisis intervention. |
We work hand in hand with private bankers, investment advisors, financial planners, money managers, attorneys, accountants and other family counselors.
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