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Family Office Services

 We Work With You To Take on the Burden of Your Financial Responsibilities and Simplify Your Life

One of the first things people realize about having material wealth is it comes with a lot of responsibilities. The joy of material wealth can quickly be overcome with a sense of feeling lost in a sea of paperwork and bills. The job of our family office team is to take on those burdens so you can live the life you want in peace.

Services That We Provide Include:

Coordination & Management of Professional Relationships

We work with your current advisors to create a comprehensive team.  It is our job as your family office to ensure everyone is one the same page and working toward the same goals.  If you don’t have a team of advisors, we will work with you to find the best team of advisors for your specific needs.

Long-Term Strategic Financial & Tax Planning

We work with you to create a long-term plan that is built to achieve your specific financial objectives.  This plan becomes our marching orders for all of the decisions we make together.

Estate and Tax Planning

We help you establish goals for how you will use your wealth to create a legacy.  We with your estate attorney to create an estate plan that can achieve your unique goals.  Whether you want to leave all of your money to your heirs or give it all away to charity, we know the right tools and strategies to achieve your goals in the most efficient way possible.  We also will work with your tax advisor to evaluate and implement tax strategies to minimize your tax burden.

Business & Private Investment Guidance

Our clients often have operating businesses or direct investment portfolios that are either a material or the majority of their net worth.  We understand the importance of these assets and work with our clients and their professional teams to hep make smart financial decisions.

Family Governance

Families are complicated and wealth often adds to the problem.  We help our families by organizing and running family meetings in a way that brings everyone into the conversation and gets family members on the same page.

Insurance & Risk Management

Insurance is an underrated and underutilized tool to help families manage their risks.  We help our clients navigate the murky and confusing world of insurance coverage to find the right way to protect their assets over the long-term.

Cash Flow Planning

Even wealthy families need to watch their cash flow.  We work with our clients to create detailed cash flow projections to make sure they have enough liquidity when needed.

Bookkeeping and Bill Pay

We track, organize, and monitor all of your expenses so any information you might need is available to you at a moment’s notice.

Charitable Giving

We will help you achieve your charitable giving goals in the most tax and time efficient way possible.  For many wealth families, that will mean helping them establish and manage a Donor Advised Fund (“DAF”) or Private Foundation.

Intergenerational Planning & Training

We work with the younger generations of your family to make sure they understand the family’s objectives and help get them prepared to be stewards of the family wealth in the future.

Interested in Learning More?

Our commitment is to you.

5T Wealth, LLC accepts no outside compensation or referral fees from any professionals or service providers we might engage to facilitate the completion of these services for our clients. We are paid directly for our time by our clients. Our schedule of fees is available on request.

Contact Us Today