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Family Office Services
Providing integrated family office services for high net worth families to meet their diverse needs.
Family Office Services
Meeting the Diverse Needs of Complex Families
Helping wealthy families coordinate all aspects of their financial lives. At True Wealth, we possess the experience, resources, and expertise to manage the diverse aspects of your family’s wealth, both now and for future generations. Our family office clients include affluent families, successful executives and professionals, and thriving business owners. Alongside investment management, our family office services encompass coordinated estate and wealth planning, tax planning and compliance, insurance advisory, business advisory services, consolidated reporting, and accounting and bill-paying solutions.
Integrated Wealth Management
Our family office services can help you effectively manage the challenges and opportunities that come with prosperity. Wealth management can get complicated, especially when you add trusts, estates, business entities, and tax planning. At True Wealth, our team of specialists collaborates with you to deliver comprehensive wealth management solutions that meet your family’s diverse needs.
Personalized Suite of Services
We personalize our suite of services for affluent individuals, families, and business owners to build a customized wealth management solution that meets your specific circumstances. You will have a dedicated team of specialists who proactively work on your behalf to coordinate our integrated financial planning services offer to create and administer a full-service wealth management solution for your family.
Our Services Offerings
Brightest Minds. White-Glove Service.
We provide full-service financial management for high-net-worth individuals and families and successful business owners. In addition to fiduciary wealth and investment consulting, our family office solutions include an integrated suite of services, including estate planning & gifting, management of trusts & other family entities, philanthropic planning & charitable giving, tax planning and preparation, and personal and business accounting solutions like bookkeeping, bill pay, and real-time cash flow monitoring.
Accounting
Services
Providing accounting services as part of family office financial services is crucial for high-net-worth individuals to ensure meticulous management of complex financial affairs, which often include personal and business-related entities. True Wealth’s accounting services offering such as bill paying, cash flow management, comprehensive bookkeeping and financial tracking, recording, and reporting offer a seamless and organized approach to managing wealth, enabling you to focus on broader financial and personal objectives.
Estate
Planning
Estate planning is crucial for high-net-worth individuals and families to ensure the efficient and intentional transfer of wealth across generations. We work with you to develop and implement a comprehensive estate plan to help minimize tax liabilities, safeguard assets, and provide clear directives for the distribution of wealth. This planning includes setting up trusts, drafting wills, and considering philanthropic endeavors, all of which help preserve and protect your legacy.
Gifting
Strategies
Gifting enables you to shape your legacy and contribute meaningfully to your family and community. We can partner with you to craft strategically planned gifts which can reduce the size of your taxable estate by minimizing estate taxes and maximizing the transfer of wealth to heirs and beneficiaries. Gifting also allows you to support charitable causes, creating a positive impact and fulfilling philanthropic goals during your lifetime.
Trust
Services
Providing accounting services as part of family office financial services is crucial for high-net-worth individuals to ensure meticulous management of complex financial affairs, which often include personal and business-related entities. True Wealth’s accounting services offering such as bill paying, cash flow management, comprehensive bookkeeping and financial tracking, recording, and reporting offer a seamless and organized approach to managing wealth, enabling you to focus on broader financial and personal objectives.
Investment
Management
True Wealth’s investment management services for high-net-worth individuals include a tailored approach to optimize their diverse and complex portfolios. Our services encompass comprehensive asset allocation to diversify investments across various asset classes and active portfolio management, including regular monitoring and rebalancing. Performance tracking and tax-efficient investment strategies help maximize returns while minimizing risks and tax liabilities.
Tax
Planning
Due to their complex financial situations, high-net-worth individuals face significant tax liabilities that require sophisticated management strategies. Proactive tax planning can minimize income, estate, and gift taxes, enhancing overall financial efficiency. At True Wealth, we can help you with Implementing trusts, charitable donations, and investment planning strategies to help reduce tax burdens and ensure compliance with ever-changing tax laws.
Investment Management
True Wealth’s investment management services for high-net-worth individuals include a tailored approach to optimize their diverse and complex portfolios. Our services encompass comprehensive asset allocation to diversify investments across various asset classes and active portfolio management, including regular monitoring and rebalancing. Performance tracking and tax-efficient investment strategies help maximize returns while minimizing risks and tax liabilities.
Estate Planning
Estate planning is crucial for high-net-worth individuals and families to ensure the efficient and intentional transfer of wealth across generations. We work with you to develop and implement a comprehensive estate plan to help minimize tax liabilities, safeguard assets, and provide clear directives for the distribution of wealth. This planning includes setting up trusts, drafting wills, and considering philanthropic endeavors, all of which help preserve and protect your legacy.
Gifting Strategies
Gifting enables you to shape your legacy and contribute meaningfully to your family and community. We can partner with you to craft strategically planned gifts which can reduce the size of your taxable estate by minimizing estate taxes and maximizing the transfer of wealth to heirs and beneficiaries. Gifting also allows you to support charitable causes, creating a positive impact and fulfilling philanthropic goals during your lifetime.
Trust Services
Providing accounting services as part of family office financial services is crucial for high-net-worth individuals to ensure meticulous management of complex financial affairs, which often include personal and business-related entities. True Wealth’s accounting services offering such as bill paying, cash flow management, comprehensive bookkeeping and financial tracking, recording, and reporting offer a seamless and organized approach to managing wealth, enabling you to focus on broader financial and personal objectives.
Tax Planning
Due to their complex financial situations, high-net-worth individuals face significant tax liabilities that require sophisticated management strategies. Proactive tax planning can minimize income, estate, and gift taxes, enhancing overall financial efficiency. At True Wealth, we can help you with Implementing trusts, charitable donations, and investment planning strategies to help reduce tax burdens and ensure compliance with ever-changing tax laws.
Accounting Services
Providing accounting services as part of family office financial services is crucial for high-net-worth individuals to ensure meticulous management of complex financial affairs, which often include personal and business-related entities. True Wealth’s accounting services offering such as bill paying, cash flow management, comprehensive bookkeeping and financial tracking, recording, and reporting offer a seamless and organized approach to managing wealth, enabling you to focus on broader financial and personal objectives.
What Would Your Life Look Like if You Designed it Around Your True Wealth?
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