A “family office” is a comprehensive offering tailored to the needs of clients who require support in managing their personal affairs. Sara’s firm can serve as a dedicated resource, offering a range of services aimed at streamlining and enhancing the management of her clients’ affairs.
By offering family office services, Sara can provide her clients with a single point of contact for all their personal management needs. This holistic approach allows clients to delegate routine tasks to a trusted advisor, enabling them to focus on their priorities and enjoy greater peace of mind knowing that their affairs are being handled with expertise and care.
Some of the key services that Sara can provide as part of a family office arrangement include:
- Bill Payment: Managing the payment of bills and expenses on behalf of the client, ensuring that all financial obligations are met in a timely manner.
- Estate Planning Support: Working with your attorney, Sara can assist with the coordination and implementation of estate planning strategies, including the establishment of trusts, charitable giving arrangements, and other estate planning vehicles to achieve the client’s long-term objectives.
- Lifestyle Management: Offering concierge services to handle various personal tasks and arrangements, such as travel planning, property management, and household staffing, to free up clients’ time and enhance their overall quality of life.