Financially successful families face complex and diverse financial decisions on a daily basis. As a family’s wealth increases, centralized, efficient decision making becomes very important and difficult to achieve.
The Brown Smith Wallace Wealth Planning Group offers family office services, which includes comprehensive, professional management of all aspects of a family’s wealth.
By coordinating everything from estate and tax planning to daily check writing, Brown Smith Wallace delivers the solution to simplifying the lives of financially successful families, while creating a trusted system for preserving and protecting a family’s wealth for present and future generations.
Who normally needs family office services? 
As an individual or family’s wealth increases, certain complexities warrant a higher level of planning and coordination. A family may employ various professionals who operate independent of each other, leading to inefficiency and possible mismanagement of your financial affairs.
Brown Smith Wallace is able coordinate the efforts of these professionals and strengthens any weaknesses in a family’s financial operations.
What services comprise family office services?
Family office services cover every aspect of a family’s finances. We act as your family’s personal chief financial officer by coordinating:
- Estate planning
- Income tax consulting
- Education funding
- Investment planning
- Cash management and check writing
- Charitable planning
- Insurance planning
- Financial planning
- Family meetings
- Coordination of advisors
Why should I engage
Brown Smith Wallace?
We are independent and objective. Family Office Services from Brown Smith Wallace is a fee-only service. Our consultants do not sell products.
We provide objective analysis and advice on a full-range of financial issues based solely on each client’s planning needs and objectives without conflicts of interest.
Our Family Wealth Planning Group works hand-in-hand with you and your other advisors to help you define and achieve your goals. We have the resources and expertise to provide comprehensive, highly accessible client service to each and every one of our clients.
What else should
I consider?
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