How do you move from a life of
success to a life of significance?
The answer: Coordination
An exceptional family office is an expert coordinator of experts that optimizes family members’ financial and personal lives.
At Integrated Family Office, we coordinate and manage a team of experts carefully selected for you to proactively identify challenges and implement solutions on your behalf. We have assembled an extensive network of carefully vetted specialists worldwide specifically for you, your family, and your needs.
We help successful families and business owners confidently navigate life’s transition. Whether you’re a business owner expanding or selling your business or transitioning wealth to the next generation, we can help guide you.
Core Services
Wealth Management
Business Planning
Private Banking
Legacy Planning
Philanthropy
Coordinated Services
- Lifestyle Management
- Governance
- Trust Services