Family Office

We believe the family office model thrives and reaches its maximum potential when all facets can be thoroughly researched, managed, and seamlessly executed under one umbrella. Each aspect must be properly planned, understanding the dynamic impact and integration with the other components of each family’s complete financial strategy. Through decades of experience, we have developed a culture-centric and team approach that provides a unique benefit and competitive advantage to our clients.

Our Family Office Services Team provides a comprehensive model to managing each family’s wealth in order to sustain an impactful and enduring financial legacy. This comprehensive approach provides financial planning, portfolio management, tax planning and preparation, philanthropy, and risk management.img_4448

We provide Chief Financial Officer (CFO) services which can fully manage or provide oversight to any of the following family financial obligations: daily accounting, payroll, bill payment, budgeting and cash-flow management, and succession planning. We offer wealth and portfolio management services through our sister-company Southeast Asset Advisors, Inc., a registered investment advisory firm with locations in Georgia, Florida, Alabama, and South Carolina.

Contact one of our Family Office Services team members today.


Core Service Offerings

for Family Office
  • Financial Planning
  • Wealth and Asset Management (through Southeast Asset Advisors, Inc.)
  • Tax Planning and Preparation
  • Estate Planning
  • Budgeting and Cash Flow Management
  • Risk Management
  • Family Governance and Education
  • Philanthropy and Charitable Giving
  • Succession Planning
  • Back Office (Accounting Services)
  • Chief Financial Officer (CFO) Services