Family Office Advisory

Helping you achieve your wealth objectives and manage life’s complexities

Custom advice and solutions to help you manage life's complexities

You deserve the best – that’s what we’re here for. We partner with you to create an enduring, one-of-a-kind family office aligned with your values and goals to help you achieve your financial and personal objectives. Each family office is one of a kind, but our priority remains the same: alleviating the complexity in your life. This, coupled with a service level befitting the most discerning families, fosters relationships built to last. 

Second Annual Private Business Owner Survey

Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
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Seven considerations before creating a family office

In this article, we discuss family offices, what it takes to create one, who should consider creating one, and who is better suited to work with an established private wealth manager focused on ultra‐high‐net‐worth clients.
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We provide a personalized, insightful experience throughout the process of building your family office. First, we work to understand your current circumstances and values. Next, we identify needs, inventory service providers, and build a cohesive team of experts. We also share best practices and ideas based on our deep experience in working with those in similar circumstances. Each family office is truly one of a kind.

We begin our relationship by helping you understand and articulate the “why” – or said differently, the values – that underpin how you and your family spend, save, and give away money. Through our work with families, we have found that those who succeed center their decision-making around clearly articulated values and objectives. These families can engage the rising generations in understanding and working toward the family’s goals. The end result? A thriving family and wealth preservation over the long term.

Succession planning should be rooted in deep family engagement and relationship building. We support all family members as individuals while preparing the next generation of leadership to assume responsibility. The goal: a seamless, successful transition for generations.

 

When building your family office, we help develop a family engagement and communication plan. We also help establish or refine a robust governance plan that includes a family office succession plan – the key ingredient to a durable, multigenerational family office. In the case where a family office CEO retires, we can help identify a successor or step in to become the succession plan if the family no longer wishes to manage the enterprise independently.

 

As a multigenerational partner-owned private business that has successfully evolved and transitioned the company over 13 generations of Partners,  we are deeply familiar with – and passionate about – this topic.

The work we do with families is rooted in deep family engagement customized for each family member.
Nichol MacManus Principal, Director of the 1818 Family Office

Family Office Solutions

  • Family meeting coordination and facilitation
  • Next generation education and programming
  • Values-based planning facilitation

  • Real estate loans and mortgage coordination
  • Aircraft/yacht acquisition and finance
  • Art finance
  • Bridge loans 

Borrowed funds cannot be used to purchase securities

  • Property and casualty insurance coordination and review
  • Life insurance coordination and review
  • Disability insurance coordination and review 

  • Corporate strategy, finance, and M&A strategy
  • Investment advisor/banker coordination

  • Federal and local tax compliance and coordination
  • State and local nexus planning
  • Offshore trust planning

  • Bill payment
  • Bookkeeping
  • Document storage
  • Hiring and management coordination
  • Payroll administration coordination

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This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so. 

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

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