Our family office services allow you to enjoy the benefits of a single family office without the burden or cost of maintaining your own infrastructure and staff.

While you may have attorneys, wealth managers, CPAs, and other financial advisors helping manage your wealth, those advisors may not coordinate or work together. This lack of collaboration can lead to costly mistakes and disorganization.

Acting as your personal chief financial officer, Advisory Partners coordinates your financial planning, tax and estate planning, philanthropic, insurance, and financial reporting needs. If you don’t have an existing team of advisors, we will draw from our network of experts and professionals and create a custom team to meet your specific needs.