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· Key Objectives
Family Office Services
SFI's family office services provide resources and support to enable a family to manage the business of wealth. We holistically connect the planning process to the client's vision and purpose... taking into account a family's aspirations as well as its assets. SFI assembles the pieces of the family's financial fabric and help put in place services that uniquely suit the family's needs, goals and objectives. These objectives often include the integration of multiple advisory disciplines to ensure optimal outcomes for strategic financial objectives, intergenerational wealth transfer planning, support of personal and family philanthropic goals and providing appropriate financial educational programs for family members.
The family office offers tailored strategies that account for individual needs, as well as the family group as a whole. The family office often plays a critical role in defining and preserving a sense of family and of common values. The range of family office services provided depends upon the wishes and needs of our clients.
Some common objectives of our clients are as follows, they want to:
Control 100% of Your Wealth - by employing strategies that:
- Eliminate estate and/or gift taxes
- Reduce or eliminate income taxes
- Reduce or eliminate income taxes
Protect assets from creditors
- Pass the full value of an estate to heirs
Align financial plans with personal values that may include:
- Making philanthropic contributions instead of paying taxes
- Involving family members in benefiting the community
Integrate Advanced Tools Into a Comprehensive Plan - that allows you to:
- Apply creative and cutting-edge ideas not widely available
- Optimize both the portfolio and the estate plan to achieve true wealth optimisation
- Maintain financial and estate information in a format that keeps all of your advisors "on the same page"
- Integrate the impact of all proposed strategies on cash flow, income taxes, charitable giving, estate taxes and wealth distribution
- Understand the integrated planning effects through attractive and easy-to-follow graphs, tables, and text reports
- Easily adjust the plan in response to changing goals, asset values, or tax laws
Family Office Clients
- Wealthy families who want to preserve wealth
- Entrepreneurs who have sold a business
- Individuals who have inherited substantial wealth
- Executives who have substantially benefited from their investments and stock options
The main components of a family office service usually include:
- Financial and Estate Planning
- Trust Administration
- Investment Monitoring and Pooling
- Asset allocation
- Performance Measurement
- Insurance Coordination
Click on the link to better understand some of our planning resources
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