A Virtual 'Family Office' Style of Service

The term 'Family Office' is most often associated with Investment Management for very wealthy families. Often with invest-able assets greater that $500 million dollars. For many families that have amassed these large sums of wealth and that have complex balance sheets they often establish their own team of professionals who work for them directly. This can include investment managers, lawyers, accountants, bookkeepers, risk managers, xxxx. It requires the commitment and infrastructure of running a small corporation. From compensation to benefits, to performance reviews and training. It is no small undertaking. The result can lead to a coordinated approach to asset allocation, cash flow and expenditure management.

For individuals or families that want an integrated team approach to managing their financial affairs, but can not or do not want to build and manage their own team,  Waypoint Wealth Planning can deliver that type of coordinated experience.

Delivering a virtual family office

We provide a unique wealth management experience in our financial planning and investment management for individuals and families. This includes coordination with our clients’ existing advisors so we can develop, deliver and implement holistic wealth planning and investment strategies for our clients. This  team can include not only investment managers, accountants, bankers, bookkeepers, and legal counsel, but also executive assistants, talent agents, risk underwriters, and others. We leverage best-in-class technology to facilitate a team collaboration.

This allows us to help our clients navigate to their unique financial waypoints. Utilizing our proprietary client service model, we provide advice and recommendations based on a holistic picture and understanding of each client’s situation to deliver a family office experience.