If your family’s net worth exceeds $5 million or if your annual income is $500,000 or more, it’s time to consider a family office as your natural next step in wealth management.
Why? To gain complete control over your net worth.
If you’re one of the many people who think everything is already under control, we invite you to get a second opinion or at least keep reading to learn why it isn’t.
It’s been our experience that very few wealthy families have their net worth under control, and most are surprised to realize just how loose their grip is on the wheel. These families can’t be blamed for the problem as the issue is systemic and industry wide.
For a quick two minute introduction, watch our video.
If you’re intrigued by the video and want to dive deeper, we’ve prepared a detailed 12 minute presentation and a whitepaper to take the discussion further. We’ve also prepared a self-assessment survey to get you thinking about your situation differently. It only takes a few minutes to complete and it will likely result in an “aha” or two.
If you’d prefer to skip these options and speak with a fee-only Net Worth Advisor directly, please call or send us an email.