360° Family Office is a new approach to wealth and lifestyle management developed to support the sophisticated and demanding lifestyles of High Performance Individuals & Families.
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.
We focus on the specific needs of the entire family tree and delivering comprehensive turn key solutions for concierge services, planning, charitable giving advice, and other lifestyle services formerly unique to high net worth individuals.
Your Family Office Team
Your Guide to New Ideas and New Execution Energy
The Sucessful Family Office Approach
Serving YOUR Family's Vision of Success.
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.
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.
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.
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.