Family Office Services

Family business owners of significant wealth and start-ups have many complex needs and opportunities. High prospective income, estate tax liabilities, multiple residences, and business interests require individual planning. Unique lifestyle needs demand unique customization of services. Typically, there is a need for multi-generational family governance and wealth strategies. Cash flow requirements add a layer of complexity to asset allocation and tax strategies. Complicated ownership structures require close coordination of your team of advisors, as well as accurate measurement, professional organizational assessment, and monitoring. Strategic philanthropy often impacts planning and investment strategies, too.


  • Succession Planning for the business, stakeholders, and employees including professionally administered organizational assessments including 4 plans and 10 interdependent factors
  • Building long-term winning teams
  • Wealth Management and asset protection strategies
  • Addiction & marital counseling among the stakeholders administered by Senior licensed psychologists
  • Qualified Plan Compliance consulting and employee benefits.  401(k) Takeovers and Start-ups
  • Organizational Assessments conducted by Senior Organizational Psychologists
  • Property restoration oversight after insurable disasters includes the assistance with the settlement of your property claims.
  • Tax planning
  • Fautores 5 Step Alignment Process
  • Family Business Counsel with human resources advisory
  • Legal entity coordination
  • Elder-care and incapacity coordination
  • Pet Trusts