Multi Family Office

As a multi family office, we find joy in helping your family as an extension of our own. Our advisement extends beyond the creation of wealth – we help preserve wealth across generations while defining your legacy. From public and private market investment management to tax strategy implementation, we ensure that your family office is positioned for long-term growth, and fortified to withstand change, from top to bottom.

Asset & Liability Management

No two families have the same needs, and we construct our services around that reality. From designing a legacy roadmap to a business or budgeting bluepring, we devote the same attention to detail in managing your family wealth that we would in managing our own.

As a multi family office, we offer the following in fiduciary management:

Analyze existing portfolio structures & how they align with life goals
Assess & prepare balance sheets
Evaluate & optimize executive compensation plan
Design & implementation for complex estate plans
Manage cash flow needs
Manage risk & liquidity
Research new investment allocations, private & public
Personal & professional budgeting
Manage negotiation & financing of large purchases

Investment management

The goal of investing is generating a positive, risk-adjusted return on your capital. You’re already wealthy – maintaining & growing that wealth is our expertise. Our family office clients invest in a wide range of public & private markets, making additional due diligence, liquidity management, & investment reporting a necessity to properly intergrate your overall risk & return goals. With decades of combined experience, our team focuses on building a portfolio that is designed to meet your specific goals. We don’t just help you grow your legacy, we help you manage & protect it.

As a multi family office, our investment management involves the following:

Advisement from a team of investment professionals
Design & implementation of private & public market investment strategy
Public market investments incorporating robust strategies from the academic finance literature
Ongoing examination, reporting & refinement of your overall investment portfolio
Secure delivery of performance reporting

Tax Strategy & Preparation

Our CPAs, tax advisors, & business consultants develop a personalized tax planning strategy that can be implemented in conjunction with our wealth management services. Through a collaborative effort, we work to maximize the IRS code in your favor.

As a multi family office, we offer tax services in the following areas:

Tax planning
Tax resolution
Tax strategy for many different crafts
Tax preparation for personal, business, trusts, tax-exempt entities, and estates
Quarterly estimated payment calculations
Estate planning & oversight

Estate Planning

We examine existing estate structures with a bird’s eye view to ensure they align with your goals. If an estate plan has not been created, our experts can recommend a plan that will best serve your goals and protect your legacy.

As a multi family office, we offer the following in estate planning & oversight:

Assess current wills & trusts and how they align with your goals
Pinpoint relevant tax minimization & wealth transfer strategies
Confirm beneficiary terms & asset titling/ownership
Review & recommend charitable giving structures
Coordinate preparation of documents with qualified legal counsel
Organize & manage charitable giving/philanthropic goals

Philanthropic Planning

As stewards of your long-term financial growth, we are uniquely positioned to advise you on philanthropic goals that will best serve & protect that growth, Our experts identify charitable giving opportunities that will enrich your family’s legacy through a targeted, strategic, values-based philanthropy plan, allowing you to make an impact on what you and your family are passionate about.

As a multi family office, we offer our help with your philanthropic planning in the following ways:

Tax planning
Tax resolution
Tax strategy for many different crafts
Tax preparation for personal, business, trusts, tax-exempt entities, and estates
Quarterly estimated payment calculations
Estate planning & oversight

Additional Family Office Services

When it comes to addressing the needs of our family office clients, our approach is as unique and nuanced as the families we serve. Backed by the rich experience of our financial experts, we offer personalized solutions for growth and the support & care needed to see that growth through.

As a multi family office, we also offer the following services:

Inter-generational conflict resolutions
Business succession services
Family member education planning
Bookkeeping & bill pay
Comprehensive family financial statements

Our success at Lifetime comes from the quality of our clientele, not from the quantity of clients. We specialize in learning who you are and what your needs and expectations are.

Jason Potts

Founder, Lifetime Companies

We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors, Inc. and Lifetime Insurance Services, Inc., we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.