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Family Office Services

We’ll work as the CFO for your family’s growing wealth

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Ready for Tomorrow

Our Meaning of Family

Families take on a family office as a way to meet their financial needs, gain greater control over their wealth, and manage their affairs. Some family offices offer basic administrative support while others oversee the management of investments and coordinate all of the family’s financial needs.

Whatever the case may be, it will most likely serve multiple generations. A well-managed Family Office successfully integrates these diverse strategies so that they’re able to support the goals from the whole family unit.

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  • Preserve family wealth
  • Supervise investment risk
  • Improving family unity and generational transition
  • Overseeing how the family arranges its wealth
  • Managing the personal decisions of family members

How we treat our family

As a fee-based fiduciary, our advisors put your well-being first. TCG advisors choose to be held to the highest standard of ERISA law to ethically and legally provide conflict-free advice in your best interest.

Our advisor team holds a range of industry designations including CERTIFIED FINANCIAL PLANNER™ professionals, Financial Risk Managers™, Certified Financial Analysts ® and Enrolled Agents.

Who we serve:

Multi-Family Office

Cost effective model for less complex families 

Single Family Office

Separation of personal family matters from business. Easier to later sell or go public with legacy operating entity 

Virtual Family Office

Fitting for families all over and can be very cost effective

Hybrid Family Office

Best combination – outsource aspects of the family office while still maintaining an embedded family office for select functions

ASSETS UNDER MANAGEMENT**

For us, every cent matters because we treat our clients as members of our extended family.

STATES

Our team of CFAs, CFP® professionals, and accredited advisors come together to support your financial goals wherever you call home.
Committed to your success

When you work with TCG Advisors, a HUB International company, your interests become our priority. Below is high-level overview of the client service process we've designed to provide a you the best service we can.

01

Understand your goals

We begin discovering who you are and what's important to you.

02

Evaluate Your Situation

We'll determine how close you are to your goals and what needs to happen to get you closer.

03

Create and implement plan

You determine where you want to go and our plan will help take you there.

04

Monitor and adjust

Every milestone you reach will require adjusting the plan. We'll be around for that too.

Match with a Family Office Advisor

We believe in a team-centric approach to wealth management. Our team is constantly monitoring and researching investment options so you can feel confident with the investments that make your portfolio. Collaboration is at the core of everything we do. We work as a team to provide rational, unbiased guidance to carry out your financial plan.

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Client-centered Solutions

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Financial Planning

There’s a lot to look forward to—from vacations to graduations, weddings, retirement, and a whole lot more—but getting there won’t be easy without a solid financial plan. TCG Advisors stays by your side as financial barriers arise through the different stages in life.

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Investment Management

Investing your assets should be meaningful, not complicated. At TCG, we work closely with you and follow your financial plan to ensure your portfolio is what you expect to see. No two individuals have the exact same financial needs, which is why our advisors customize portfolios to each client.

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Retirement Planning

For some people, retirement is a time of relaxation and enjoyment but for others it can be full of opportunities and ventures to take. No matter what you want your life after your working years to look like, we have the strategies that will help you plan for tomorrow.

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Estate Planning

Estate Planning is an important aspect of every financial plan. Spending the necessary time creating a solid plan can help you plan for the expected and unexpected. At TCG Advisors, we connect you with professional planners to best prepare you for countless life scenarios.

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Corporate Executive Advisory

Analyze and compare compensation strategies for executives, and evaluate choices for managing concentrated stock positions.

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Tax Planning

Tax planning can help you pay less to the government and put more of your hard-earned dollars to work for you. Our team doesn’t just prepare taxes, we strategically plan for them to help you lower your tax bill before you receive it.

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Financial Education

We provide financial literacy resources and programs for your business and/or family.

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Business Planning

Handling both personal and business finance plans can be challenging. Our integrated planning service helps find synergies for both—making it easier for you to manage them all.

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Charitable Giving

Handling both personal and business finance plans can be challenging. Our integrated planning service helps find synergies for both—making it easier for you to manage them all.

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We’re proud to be recognized

Browse Our Blogs

Investing at Every Age

Investing at Every Age

Sep 20, 2024

How to Invest at Every Age Investing is often seen as a tool reserved for the financially savvy or the wealthy elite....

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We’re by your side for all your needs, in business and in life.

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**HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of $142,591,409,383 in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2021. The AUM for each individual HUB RIA may be found in the respective Form ADV for each respective HUB RIA. This Aggregated AUM for all HUB RIAs are broken out as follows: $109,917,037,538 in nondiscretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non- ERISA plans), non-qualified plan assets, and other types of institutional assets. $25,448,924,412 in discretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $7,225,447,433 in Private Wealth Client AUM; which is a combination of both discretionary and non-discretionary AUM.