Family Office Administrative Services

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  • Cash flow budgeting and planning
  • Financial statement creation
  • Expenses and bill payment management
  • Tax document consolidation and organization
  • Document storage and management
  • Philanthropy and charitable giving strategies
  • Family financial literacy and education

Coupled with Michael’s highly personalized approach, these family office administrative services provide clients with a holistic understanding of their assets and cash flow while reducing administrative burdens on families.

Additionally, Michael can collaborate with your legal team, investment advisors, and accountants to develop personalized strategies to help you attain your financial objectives and goals. This consolidated reporting and comprehensive analytical overview from your full team allows you to see your entire financial landscape, therefore empowering you to make informed decisions regarding retirement, cash flow, and philanthropic and gift planning.

Family financial literacy and education is also key to establishing a solid family office. Michael can engage your family members and younger generations in value, education, and family governance meetings to communicate and manage wealth literacy, family history and future goals, decision-making, and other long-term planning.