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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

The Rise of Private Debt in Financial Markets
5 minutes read

The Rise of Private Debt in Financial Markets

The landscape of financial lending has witnessed a substantial transformation in recent years, with private debt emerging at the forefront of this evolution. This once-neglected segment of the capital markets has swiftly risen to prominence, garnering the focused attention of investors, borrowers, and financial institutions across the globe. One notable statistic is that private credit and direct lending…
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How to Use a Family Office to Unify Wealth and Governance 
4 minutes read

How to Use a Family Office to Unify Wealth and Governance 

Contributed by: Pijus Bulvinas, CFP For families with significant wealth, managing financial, legal, and operational complexities can feel like juggling a set of constantly moving priorities. The stakes are high—not just for protecting wealth but for maintaining family harmony and ensuring that your wealth aligns with your values and long term goals. This is where a family office becomes indispensable. A…
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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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Charitable Planning: A Strategic Avenue for Philanthropic Impact and Wealth Management
7 minutes read

Charitable Planning: A Strategic Avenue for Philanthropic Impact and Wealth Management

Contributed By: Timothy Smith, CFP Charitable planning stands as a cornerstone in the realm of wealth management, offering affluent individuals and families a pathway to leave a lasting impact on society while simultaneously optimizing their tax strategy. A charitable approach can provide substantial benefits, including tax relief, income generation, and most importantly, legacy preservation. Some…
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You've Made Gifts to Trust. Now What?
6 minutes read

You've Made Gifts to Trust. Now What?

Contributed By: Brian Sak CFP®, CLU®, ChFC® Congratulations! By making gifts to a trust, you’ve taken a significant step towards optimizing your financial future and taking advantage of the current tax environment prior to the potential TCJA (Tax Cuts and Jobs Act) sunset. This proactive move helps protect your wealth, ensuring that it benefits your family and future generations. However, this is only…
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Mitigating Estate Tax: The Role of Spousal Lifetime Access Trusts (SLATs)
4 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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