Multi-Family Office
Multi-Family Office
Efficiency and Expertise
The Advantage of Family Offices in Wealth Management Solutions
Family offices are privately owned advisory firms that serve ultra-high-net-worth individuals by providing a single, integrated financial planning solution. Family offices are a cost-effective way to manage the financial and investment needs of wealthy families. Many family offices offer services such as managing their budgets, buying insurance, planning charitable giving, transferring assets, and filing taxes.
Efficiency and Expertise
The Advantage of Family Offices in Wealth Management Solutions
Family offices are privately owned advisory firms that serve ultra-high-net-worth individuals by providing a single, integrated financial planning solution. Family offices are a cost-effective way to manage the financial and investment needs of wealthy families. Many family offices offer services such as managing their budgets, buying insurance, planning charitable giving, transferring assets, and filing taxes.
Shared Prosperity
How Multi-Family Offices Democratize Advanced Financial Planning and Investment Management
But for families who don't have enough money to justify a single-family office, there is another option: a multi-family office. A multi-family office provides many of the same holistic, highly customized services of a single-family office at a fraction of the cost. A multi-family office offers a team of specialists to work with your family, versus a typical wealth manager who would primarily focus just on asset allocation. By integrating the various functions of wealth planning, estate and tax planning, risk management, charitable giving, asset protection, etc., value and efficiencies are unlocked at the interfaces of each of these functions versus if they were offered standalone.
Shared Prosperity
How Multi-Family Offices Democratize Advanced Financial Planning and Investment Management
But for families who don't have enough money to justify a single-family office, there is another option: a multi-family office. A multi-family office provides many of the same holistic, highly customized services of a single-family office at a fraction of the cost. A multi-family office offers a team of specialists to work with your family, versus a typical wealth manager who would primarily focus just on asset allocation. By integrating the various functions of wealth planning, estate and tax planning, risk management, charitable giving, asset protection, etc., value and efficiencies are unlocked at the interfaces of each of these functions versus if they were offered standalone.
Empowering Every Family
Elite Financial Planning and Multi-Family Office Services to Grow Wealth
Optura Advisors utilizes our in-house fintech platforms and a matrix of specialists to scale our family office services to mass affluent clients so that personalized advanced planning is not just reserved for individuals with last names like Bezos, Musk, Rothchild, and Rockefeller. As your family, with proper planning, becomes wealthier from one generation to the next, your financial picture will become increasingly complicated. This is when engaging with a multi-family office can make a lot of sense.
Empowering Every Family
Elite Financial Planning and Multi-Family Office Services to Grow Wealth
Optura Advisors utilizes our in-house fintech platforms and a matrix of specialists to scale our family office services to mass affluent clients so that personalized advanced planning is not just reserved for individuals with last names like Bezos, Musk, Rothchild, and Rockefeller. As your family, with proper planning, becomes wealthier from one generation to the next, your financial picture will become increasingly complicated. This is when engaging with a multi-family office can make a lot of sense.
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.
© 2024 OPTURA ADVISORS
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.