What’s a family office?
A family office helps high net worth individuals and families manage and protect their money. It provides expert advice and services for everything related to family wealth.
Originally, family offices were created to serve just one family. Today, they come in two main types: multi-family offices, shared by several families, and commercial family offices, which offer customized services to fit each family’s unique needs.
In recent years, banks and accounting firms have also introduced their own family office practices. Regardless of the structure, a family office helps clients get their house in order by ensuring their financial, legal, and legacy planning is aligned with their long-term goals and values.
How a family office can help your family
A family office helps you create a clear, long-term plan to manage and grow your family’s wealth. This plan covers everything from managing investments and planning for taxes to transferring wealth to future generations. It also ensures your assets are structured wisely, risks are well managed, and your family’s values and charitable goals are supported. Additionally, a family office works closely with your professional advisors to keep everyone aligned. If a significant financial or life event occurs, it provides guidance to help you make informed decisions.
What will your Rubach Wealth Family Office look like?
Your Rubach Wealth Family Office will be a reflection of your family’s needs, goals and values. We’ll provide advice and services – through our core team of professionals or in tandem with other advisors – that address what you need at a particular point in time. Our strategy will be built on the goals and values you define, whether that means being focused first on wealth accumulation and preservation, or upholding family harmony and culture above everything else.