Wealth Advisory Group Multi-Family Office Solutions

Your private, independent, and objective manager of lifestyle and wealth

Wealth Advisory Group has developed a multifamily office and investment firm dedicated to the values of relationship building, responsiveness, and expertise. Our mission is helping wealthy individuals and families manage their wealth and lifestyle through long-term relationships based on unparalleled service, responsiveness, and intellectual rigor.

Over our decades of working with some of the country’s wealthiest families, we’ve observed the families who successfully sustain their wealth across multiple generations – that is, enjoy, grow and ensure it benefits family members – manage the family wealth as they would a business enterprise.

Our Multi-Family Office Services:

Investment Strategy

  • Investment policy development
  • Asset allocation plan development
  • Investment managers selection
  • Investment vehicle structures
  • In-house portfolio management
  • Custodial oversight
  • Core asset class oversight
  • Alternative asset class oversight
  • Special asset class research
  • Allocation and rebalancing oversight

Coordination of Advisors

  • Advisor Network Build Out and Coordination
  • Balance sheet analysis
  • Retirement planning
  • Analysis of professional advisors and fees
  • Bank financing analysis and negotiations

Family Information Management & Reporting

  • Annual consolidated net worth statements
  • Cash flow analysis
  • Quarterly investment performance reports
  • Annual status reports compared to plan
  • Online access to custom reports
  • Recordkeeping for personal property

Wealth Transfer Planning

  • Development of objectives
  • Multi-generational snapshot of existing strategies
  • Financial modeling of alternative strategies
  • Explanation of plans to owners
  • Action plan to implement changes

Concierge Services

  • Personal bill paying
  • Domestic help and payroll
  • Property management
  • Cash flow management and forecasting
  • Private travel management

Family Continuity/Education

  • Family governance
  • Family education plan
  • Family meeting coordination
  • Leadership training
  • Career planning
  • Coaching and mentoring

Trustee Services

  • Trustee fiduciary services
  • Agent for trustee compliance
  • Investment and beneficiary education
  • Advice on distributive duties
  • Cost analysis and negotiation of trustee fees
  • Selection and training of trustees and protectors
  • Beneficiary education and mentoring
  • Estate administration

Philanthropy

  • Multi-generational objectives
  • Personal giving programs
  • Foundation trustee training
  • Private foundation management
  • Governance and board development
  • Strategy analysis and implementation
  • Foundation and grant administration

Interested in our
Multi-Family Office Services?

Contact Us

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