Built on relationships, just like your family
Building Relationships, Not Transactions
At Rubach Wealth Family Office, we believe the best family offices are built on strong relationships, not just transactions. From our very first discovery meeting, we focus on understanding your unique needs and values. This foundation grows as we move through strategy development, implementation, and ongoing results management.
We ask meaningful questions—sometimes even tough ones—that encourage reflection about money, family, life, and legacy. These conversations, paired with our expertise in wealth management, banking, insurance, and law, give us the insight needed to provide advice and services that truly fit your family’s goals and help get your house in order.
All the services you need, all in one place
A successful strategy isn’t just about having the best ideas—it’s about making sure everyone involved works together seamlessly. That’s where we come in.
As your family office, we bring your advisors together and bring in other experts as needed to ensure every part of your plan moves forward smoothly. We take on the responsibility of managing and coordinating all your services, always respecting the skills and knowledge of each professional involved.
Our goal is simple: to help you get your house in order and keep it that way.
