Why a family office?

In today’s uncertain times, successful families and business owners are searching for the right people to help them navigate the complexities of the world and bring the moving pieces of their multifaceted life together.

The family office model has gained popularity with ultra-wealthy families and business owners over the last few years after seeing the results achieved for people with a net worth over $250 million.

The Integrated Family Office was designed for people like you. Our core offering lies in determining the right expertise to solve your most pressing problems and realize the largest opportunities that are holding you back from achieving your personal vision of success.

Our mission is to quiet the noise, help you get clarity on your purpose, and optimize your financial world so that you can obtain the amazing life of significance you deserve.

There are many daunting challenges you may face. For example, you may be considering a change from owner/operator to owner, taking a step back from the day-to-day operations, or transitioning your business to the next generation… We know these decisions create fear – fear of walking away from a business that has been your identity, fear of not getting maximum value for your life’s work and paying too much in taxes when you sell it, and fear as to whether you are going to be able to transition your wealth in a way that is significant and impactful.

This is so much more than managing your investments. For us, the business of investing is very personal.

At the Integrated Family Office, we get to know you on a deep level – your values, goals, the key relationships in your life, your interests, and frustrations. We then coordinate your own personal team of experts that can proactively identify challenges and implement solutions on your behalf.