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.
To schedule a Vision Session today we invite you to contact us HERE »
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.