Family Office Services

SIMPLIFY YOUR FINANCIAL LIFE

Managing a complex array of family finances over a lifetime of wealth can be a challenging prospect. As part of our wealth management services, our experienced team of financial professionals can take care of all your family administrative needs, including:

  • Bill payment, including estimated 1040 tax payments.
  • Tax cost-basis research.
  • Assisting your tax preparer by gathering pertinent information.
  • Listing assets of all your holdings, both internal and external, to better coordinate potential benefits.
  • Helping with budgeting issues to ensure both your current and long-term needs are met.
  • Financial planning with your goals in mind.

Inquire about Family Office Services

_______________________________________________________________________________

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value
 
TRUXTON TRUST