Why A Multi-Family Office?
As a family’s wealth grows, financial needs and complexity often exceed the time and expertise the family steward can devote to managing it.
Along with the needs and desires of a full life, these tasks can become overwhelming. Often a family’s unique needs go beyond the resources a typical financial professional can offer. For example, they may call for advanced planning and working with tax professionals, estate attorneys, or an expert in risk mitigation solutions.
This is where a multi-family office can help.
In the simplest of terms, a multi-family office manages and oversees an affluent family’s wealth, including their investment strategy, tax planning, and estate planning. Some independent firms, however, are able to take the family office to a higher level to simplify a family’s complex financial life.
The Tempus Advisors’ model offers the highest level of service to provide your family with order, simplicity, and financial confidence. These services include:
- Seeking to preserve wealth through proactive management and appropriate strategies,
- Seeking to mitigate risk by diversifying investments,
- Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning,
- Working with other professionals, including attorneys and tax advisors, to ensure that all services are coordinated and strategies are integrated, and
- Providing proactive, personalized, and responsive service.
With the support of a skilled team of multidisciplinary professionals, you gain a focused approach to your family’s affairs – one that aligns with your values and your vision. You can feel greater confidence in your financial well-being.
We invite you to discover the many ways the professionals at Tempus Advisors may be able to assist you to gain a more efficient and effective way to address your family’s unique situation and needs.
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. Asset allocation and diversification do not guarantee a profit nor protect against loss.
Riskalyze is an independent third-party service provider and is not affiliated with Raymond James.
All investing involves risk including the possible loss of principal and no investment tool or strategy can protect against loss or guarantee a profit.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matter with the appropriate professional.