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Multi-Family Office

Sophisticated Guidance and a Personalized Experience for UHNW and Multi-Generational Families

832-461-0789

A Better Private Family Office Alternative

A Custom Tailored Relationship with Cost-Efficiency

Experience bespoke financial planning services designed specifically for ultra-high-net-worth families, guided by our trusted multi-family office advisors. Effective financial planning for affluent families necessitates seamless collaboration among advisors, attorneys, CPAs, and family members. Traditional retail financial planning often falls short for those with significant wealth, as our clients typically present a complex array of questions and challenges. While at the same time, many families are not ready to build their own internal family office structure due to cost and complexity.

We take pride in serving as your family's Chief Financial Officer, diligently organizing, optimizing, and managing your intricate financial landscape. Addressing these complexities requires both time and expertise. A partnership with us will allow you the time to concentrate on the things in life that truly matter while we develop a tailored, holistic financial strategy aimed at fulfilling your family's unique aspirations and legacy objectives.

Our Philosophy

Commitment to Excellence

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At the core of our multi-family office service offering lies a commitment to understanding the intricacies of each family's financial landscape. We believe that effective wealth management transcends mere numbers; it is about fostering relationships built on trust, transparency, and collaboration. Our approach is bespoke, tailoring strategies that not only align with your financial goals but also resonate with your family's values and aspirations.

We employ a comprehensive method that combines rigorous analytical assessments with a profound understanding of familial dynamics. This allows us to create a solid foundation for long-term wealth preservation and growth.

Our team of seasoned professionals is dedicated to empowering families by providing insightful guidance and proactive solutions, ensuring that your financial legacy is both preserved and enhanced for future generations.

Benefits of a Multi-Family Office

Securing Your Future Through Seamlessly Integrated Financial Management

Customized Wealth Planning

A multi-family office offers integrated oversight of all financial affairs, ensuring that every aspect of wealth management is coordinated effectively.

Access to Public & Private Market Investments

We offer unique, seamless, and integrated access to the public and private markets, in both the investment and insurance space.

Risk Management and Mitigation

A multi-family office conducts thorough risk assessments and implements strategies designed to protect wealth from market volatility and unforeseen events.

Multi-Generational Legacy Planning

Ensuring the transfer of wealth across generations is a key focus, with strategies designed to instill financial literacy and reinforce the family's values in future generations.

Philanthropic Strategy Development

By creating a structured approach to charitable giving, families can maximize their impact and ensure that their contributions reflect their philanthropic goals.

Coordination with Strategic Partnerships

Effective multi-family planning for affluent families necessitates seamless collaboration among advisors, attorneys, CPAs, and family members.

Our Commitment

Proactive Collaboration and Communication is Key

Regularly reviewing and refining your financial strategy is vital for achieving success within our multi-family office framework, particularly given the intricate and ever-changing needs of ultra-affluent families. Once we complete the implementation phase, we will collaborate to establish a tailored review schedule that reflects your family's unique circumstances and aspirations.

Consistent reviews are essential to ensure your individualized planning evolves alongside your changing needs and objectives. We provide monthly updates to confirm the accuracy of your strategy and proactively make necessary adjustments. This ongoing oversight keeps your family aligned with your financial goals while enabling us to swiftly address any changes in your situation. By continuously assessing your financial strategy, we ensure it remains in harmony with your family's long-term objectives.

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Resources for Multi-Family Office

A Selection of Granite Harbor Resources Focusing on UHNW families

Navigating Rule 10b5-1 Trading Plans: A Detailed Guide
4 minutes read

Navigating Rule 10b5-1 Trading Plans: A Detailed Guide

Ensuring compliance while managing personal investments is a significant challenge for senior executives and directors of public companies. Company trading policies often impose restrictions to prevent conflicts of interest and insider trading, making it difficult for executives to sell shares. However, Rule 10b5-1 trading plans offer a solution. This article provides an in-depth look at these plans,…
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Estate Planning Before the TCJA Repeal
10 minutes read

Estate Planning Before the TCJA Repeal

By: Brian Sak CFP®, CLU®, ChFC® Navigating the complexities of estate planning can feel daunting, especially for ultra-high-net-worth families and business owners. With the Tax Cuts and Jobs Act (TCJA) tax cuts set to expire on December 31, 2025, now is the time to act. The current lifetime exemption limits are at an all-time high, offering a unique opportunity to shift wealth outside of the taxable…
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Ensuring Your Legacy through Estate Planning: Preparing for the Inevitable
6 minutes read

Ensuring Your Legacy through Estate Planning: Preparing for the Inevitable

During a recent estate plan meeting, one of our most trusted partner estate attorneys shared a thought that deeply resonated with us and our clients. She emphasized, "Leaving your family without a plan in place is one of the most inconsiderate things you could do." We couldn't agree more. When a loved one passes away without a proper plan, it can cause significant stress, unintended burdens, and consequences…
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The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors
4 minutes read

The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors

The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors When it comes to growing and preserving wealth, accredited investors have a unique advantage in harnessing the often-underestimated synergy between public and private equity markets. By utilizing a comprehensive strategy that integrates both markets, investors can optimize their returns and build a robust…
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You've Agreed to Sell Your Business. What's Next?
6 minutes read

You've Agreed to Sell Your Business. What's Next?

By: Brian Sak CFP®, CLU®, ChFC® Selling your business is a monumental milestone, often accompanied by a wave of emotions and critical financial decisions. For many exiting business owners, this moment represents both the culmination of years of hard work and the start of a new chapter. But what happens after you've shaken hands on the deal? In this comprehensive guide, we'll walk you through the essential…
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Mitigating Estate Tax: The Role of Spousal Lifetime Access Trusts (SLATs)
5 minutes read

Mitigating Estate Tax: The Role of Spousal Lifetime Access Trusts (SLATs)

Contributed by: Brian W. Sak, CFP®, CLU®, ChFC® In the complex world of estate planning, the Spousal Lifetime Access Trust (SLAT) can be an attractive strategy for married, high-net-worth couples looking to manage taxes, preserve wealth, and transfer assets across generations. Understanding a SLAT's benefits is crucial for those aiming to secure their family's financial future. This knowledge is vital…
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