Family Office Services

Family Office Services

Helping you navigate the complex, multigenerational challenges of managing significant wealth.

Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict management, and family endowments.

Your Interests

We support the resources needed to help highly
affluent families manage the complex, multigenerational challenges of managing significant wealth.

Solutions

We provide access to solutions to help ease administrative burdens— from consolidating your financial reports to helping you manage some of the most complex aspects of your life, including the management of your wealth focused on your family’s long-term interests.

Integration

We help you protect what you will transfer to the next generation—not only your financial assets but also your values. Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning.

Global Advisers helps you navigate the complex, multigenerational challenges of managing significant wealth.

Our services provide a fully integrated, holistic analysis of your balance sheet, estate plan, and investment strategy through a collaborative process, including your Global Adviser Wealth Manager, and at your request, your legal and tax advisors.
We provide strategic advisory solutions that can help you achieve your philanthropic goals.
Our dedicated professionals can help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction in coordination with your outside advisors.
We include comprehensive cash management and borrowing strategies that help you manage day-to-day transactions and access liquidity, and access to lending and banking for your regular and business needs.

Our collaborative approach to managing your wealth

Customized Wealth Management Approach

Tax, Trust, and Estate Planning Process

Initial Review

Conduct preliminary due diligence (review of balance sheet and existing estate strategy)

Discovery

Explore goals, concerns and aspirations with respect to tax planning, legacy, wealth transfer, asset protection, trust planning and philanthropy

Analysis

Analyze available planning techniques in relation to your financial goals

Collaboration

Collaborate with your tax and legal advisors and other specialists

Philanthropy Management

We provide strategic advisory solutions that can help you achieve your philanthropic goals.

Family Governance & Dynamics

Our dedicated professionals can help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction in coordination with your outside advisors.

Cash Management & Lending

We include comprehensive cash management and borrowing strategies that help you manage day-to-day transactions and access liquidity, and access to lending and banking for your regular and business needs.

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