Family Office Services
We’ll work as the CFO for your family’s growing wealth
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.
- 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
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**
STATES
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
02
Evaluate Your Situation
03
Create and implement plan
04
Monitor and adjust
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.
Client-centered Solutions
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Corporate Executive Advisory
Analyze and compare compensation strategies for executives, and evaluate choices for managing concentrated stock positions.
Tax Planning
Financial Education
Business Planning
Charitable Giving
We’re proud to be recognized
Browse Our Blogs
3 Retirement Planning Tips for a Secure Future
Retirement planning is a crucial (and unavoidable) process that will require you to spend some time analyzing your...
Planning for Irregular Income: Managing Financial Health When Your Income Is Variable
Managing your income and expenses is always important, but it can be a bit harder when your income isn’t the same...
7 Retirement Terms You Need to Know
Retirement planning should start as early as now for everyone. The earlier you start locking down your future, the...