Family Office Services
We’ll work as the CFO for your family’s growing wealth
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:
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**
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.
Understand your goals
Evaluate Your Situation
Create and implement plan
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.
We’re proud to be recognized
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