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A Virtual 'Family Office' Style of Wealth management

The term 'Family Office' is most often associated with Investment Management for very wealthy families. Often with investable assets in excess of $500 million dollars. The type of families that have amassed these large sums of wealth and that have complex balance sheets, often establish their team of professionals who work for them directly, addressing all areas of personal finance and life manangement. These areas of discipline can include but not be limited to 

  • Chief Investment Officer (CIO)
  • General Counsel,
  • Investment and Portfolio Managers
  • Accountants and Tax Professionals
  • Bookkeepers
  • Risk Managers
  • Personal Assistants
  • Human Resource Executives                                                                                                                                                                                          

This amount of staff 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, however, can lead to a coordinated approach to asset allocation, risk management, cash flow and expenditure management.

Delivering a 'Family Office' Style of Wealth 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.

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 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 team collaboration.

This allows us to help our clients navigate to their unique financial waypoints...or points along a voyage.  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.

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