Family Office Advisory
Since 2016, our team has provided total wealth stewardship for high-net-worth families. We believe our primary role is to create peace of mind through deep expertise and personal attention, helping each family preserve their legacy while achieving their greatest potential.
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We Dig Deeper Into What Matters to You
Many wealth managers focus solely on returns. We dig deeper, understanding that financial security encompasses everything from daily cash management to multi-generational legacy planning. Our stem-to-stern approach transforms complex family wealth into clear paths forward, connecting immediate needs to long-term goals where every decision supports your vision.
Family Office Advisory Services
Business Management
Your advocate in all things financial
As business managers, we represent you in every financial matter: bookkeeping, bill paying, income management, tax obligations, major asset transactions, and risk management. We follow rigorous professional standards while providing access to world-class experts in investment advisory, estate planning, real estate, and corporate structure.
Family Office Services
Comprehensive wealth stewardship for multi-generational families
We take a holistic approach to managing family wealth, addressing your immediate and long-term goals. Our expert resources help grow, protect, and transfer family assets. From asset and cash management to risk oversight and lifestyle coordination, we deliver the comprehensive services your family needs.
Tax Planning & Filings
Strategic tax guidance in an evolving landscape
Tax law constantly changes, but our specialists stay ahead of every shift. We develop strategies that minimize obligations, maximize long-term investments, and ensure you receive every advantage available. We manage all return preparation (individual, corporate, partnership, and trust) and represent you before tax authorities when needed.
Wealth Management
Your financial life, fully integrated
Wealth management encompasses every aspect of your financial world: investments, accounting, tax services, retirement, and estate planning. Our holistic approach provides access to world-class resources guided by your personal objectives. We navigate the complex investment and banking needs of high-net-worth individuals and their families, serving as your financial advocate through every stage of life.
Personal Accounting & Reporting
Financial clarity tailored to your preferences
From daily cash management and bill paying to cash-flow reporting and budgeting, we customize our services to your family’s needs. The nature and frequency of reporting reflect your desire for information and feedback, ensuring you always have the insight you need.
Estate Planning Support
Protecting your legacy and honoring your wishes
Planning for wealth transfer is fundamental to long-term financial security. Our experts guide you through critical decisions to ensure your wishes are carried out for every asset: real estate, investments, personal property, and more. We collaborate with other professionals on your team to address all aspects of your estate, minimizing tax impact and coordinating charitable giving when that aligns with your values.
Business Consulting
Experience applied to your unique circumstances
We assist and advise on personal and business transactions and future planning. Our considerable experience means we’ve likely encountered your situation before and understand the risks and opportunities you face. We provide a forum to examine your options rationally and offer professional guidance based on your circumstances. When needed, we arrange access to our network of proven experts in law, estate planning, real estate, and other aspects of your financial life.
Risk Management
Protecting what you’ve built with specialized care
Safeguarding your family and assets is essential in a world full of uncertainties. Planning for these risks brings peace of mind to your entire family. We work with dedicated insurance specialists who arrange comprehensive coverage customized to high-net-worth needs. When you need to use these policies, the support will be there.
Financial Analysis & Reporting
Insight that guides better decisions
Accurate record-keeping serves planning and tax purposes, and our periodic reporting matches your feedback preferences. The data we collect and organize provides valuable insight into spending and savings trends that guide your financial decisions. Our goal is to deliver information that creates security, comfort, and understanding.
Asset Management
Coordinated oversight of your financial foundation
A family’s financial assets include investment portfolios, real estate, insurance products, and high-value personal assets. These form the backbone of a wealth management plan, and we offer specialized financial guidance that fits within your overall strategy.
Lifestyle Management
Organizing the details that make life run smoothly
A family office addresses the specialized needs of high-net-worth families beyond traditional wealth management. This may include coordinating background checks on personal and business staff, personal security, aircraft and yacht management, and other business affairs.
Negotiations
Your advocate when stakes are high
Contract negotiations, family law matters, and business disputes are complex issues where outside support proves invaluable. Working with your legal representation, we provide input concerning financial impacts and tax obligations. When considerable amounts are at stake, having an advocate protecting your interests is essential.
OUR Family Office Advisory leadership team
Partners
Richey May | Family Office Advisory
Client Portal
Our comprehensive client portal provides secure, end-to-end billing and payment solutions for accounting, tax, audit, and advisory services.