ORGANIZATIONAL STRATEGY





The needs of a Family Office are far greater than just a wealth manager, registered representative and or a financial advisor. Those are all public entities and institutions. We prefer to remain private, as do most families with their money. The Intent of a Family Office is to leverage the families’ resources to Build & Hold on to their Wealth for Generations. Preservation of wealth is Paramount. Ongoing and continued wealth building for the family office is the only interest for our firm.

Our clients benefit from our specialization of bridging the gap from High Net Worth (HNW) to Ultra High Net Worth (UHNW). Our clients base includes Individuals, Family Offices, Institutional Investors, other Funds, Fund of Funds etc. Every client has specific needs unique their situation. Below is a sample but not limited to what we provide based on each clients specific needs.

organizational-strategy-at-trustee-financial-services
  • Investing of One Family Money
  • Significant Tax Structure & Planning
  • Preparing Future Generations for Wealth Transfer
  • Managing Family Real Estate & Assets
  • Establish and maintain a Family Office
Anyone can find a CPA. However, we provide an Enrolled Agent (EA) to the IRS that works with us for all of our clients. (Enrolled Agent (or EA) is a type of tax advisor who is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury.) This provides tax planning in both the US, Canada and globally. This ensures that all of our Tax Planning & Structures are 100% accurate. Our firm provides this for all of our clients whether you are currently a UHNW individual or not. We will get you there. Identifying Risk and managing that risk in all sectors of your portfolio is what we call Standard Operating Procedure (SOP).

“Our entire objective is to do one thing. To grow the wealth of the family office.”

“Trustee & Financial Services L.L.C. delivered everything they promised. Today we enjoy greater success because of our ability to reinvest back into our business. We have been able to expanded our market share. Cash flow levels are at an all-time high! All of this was from the same money that we saved from taxes that we "legally" did not have to pay.” Dana Smith

CEO, PomPoms Forever LLC

Don't Be Shy. Get In Touch.

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!

Contact Us