It all Starts with a Plan
The 360° Family Office is about understanding your Family's vision of success, identifying obstacles, transforming them into action items and executing solutions on your behalf. Here are the 5 steps to a new confidence and clarity.
Discover
The first and most important step in the process is to understand your Families short and long-term life goals. The discovery phase is intended to reveal how specific goals fit into the greater picture of your families life by organizing them by time-frame and priority.
Assess
Based on the information presented during the discovery phase, the 360° Family Office can understand what needs to be done to achieve each goal. This phase is intended to provide context around your Family's time horizon and risk tolerance.
Evaluate
Your Family is presented with various scenarios to show how they can achieve their current and future goals. With the help of the 360° Family Office, your Family can then determine which option best suits your needs.
Implement
Once the financial plan has been established, the implementation phase turns that plan into reality. The components of the plan are created to ensure that it aligns with your Family's goals.
Monitor
The final step: Continuously track progress toward goals and adjust the plan, as needed, based on life changes.
Your Family Office Team
Your Guide to New Ideas and New Execution Energy
ENGAGED
ENGAGED
Chemistry is perhaps one of the biggest differences. Your team members are hand chosen to fit your personality.
HIGH INTEGRITY
INTEGRITY
Each member of the 360° Family Office team is held to the highest ethical standards.
PROFESSIONAL
PROFESSIONAL
From responsiveness to perpetual learning, 360° Family Office Network members embrace and hold themselves to the highest professional standards.
SPECIALISTS
SPECIALISTS
The 360° Family Office Network is comprised of seasoned experts in their respective fields.
The Successful Family Office Approach
Serving YOUR Family's Vision of Success.
Structure
A clear identity is established as a family.
The Family has identified individual goals for each branch of the family tree.
Family members have financial plans that meet lifestyle needs and other financial obligations.
Family Officer
The Family Officer is knowledgeable and capable of implementing family goals.
The exclusive service providers are aligned with family goals and always act in the best interest of your family.
Thorough reporting and forecasting are done to show key risk parameters, return metrics, and cash flow needs.
Legacy
The Family Office understands the family’s overall success goals and communicates them clearly to Family Members.
The Family Office has identified individual goals for each owner and for each branch of the family tree.
The enterprise has developed specific strategies to support each short-term and long-term goal.
Philanthropy
The family has discussed its views on social responsibility and reached agreement on its philanthropic purpose.
The family has identified a process for measuring the impact of their philanthropic endeavors.
The Problem...
Success Can Attract Bad Apples
PRETENDERS
Pretenders may want to do a very good job for their clients, but they lack the knowledge and capabilities to do so.
PREDATORS
Predators are criminals who are intent on separating your from your wealth.
EXPLOITERS
Exploiters are quite often technically adept at planning, but they regularly push the envelope, creating the possibility of negative results for you.
The Solution...
The Virtual 360° Family Office
Life Transition Experts
Life Happens. We're Here for You When it Does.
RETIREMENT
BUSINESS SALE
JOB CHANGE
MARRIAGE
LEGAL ISSUES
CHILDREN
DIVORCE
COLLEGE
