Partners for life
Family Office Management
Families who have amassed significant wealth, have complex international affairs, or a wide range of business and investments interests (or a combination of these) require more a tailored and hands-on approach to their financial management strategies.
This makes establishing a family office a logical choice. A family office is a structure that engages an experienced team of financial and legal professionals to oversee and manage the private affairs of your family.
There are many benefits of running a family office:
- Obtain advice from professionals who have a well-rounded understanding of your assets, liabilities, and financial aspirations.
- Have a dedicated team working cohesively in implementing your family’s wealth plans.
- Set in place effective strategies to diversify investments and mitigate risks.
- Protect and transition your family’s wealth to the next generation using a family constitution, effective estate planning, company and trust structures and regular reviews.
- Simplify complex wealth circumstances through a unified approach of the team of advisers managing your family office.
- Have more time to enjoy the wealth you have worked so hard to grow and protect.
Why McKinley Plowman?
With the combined expertise of specialists within our firm, as well as our extensive local and international professional network, McKinley Plowman provides seamless, integrated, and family-specific wealth management services.
Our goal is to take on the complex task of managing a family office to allow our clients to focus on growing their wealth and nurturing their family.
Our process starts with an initial planning session to determine your family’s unique needs, after which collaboration between client managers from different teams and specialities will identify the actions required to achieve your family’s goals before a plan is implemented. Families with high net worth can be at peace knowing that a team of accountants, finance specialists and wealth advisers are looking over their affairs.
Clients who are exceeding or fast approaching $10M+ of net assets can benefit from Family Office Management services such as:
To find out more about McKinley Plowman Family Office Management services – contact us here.