Those with thriving wealth often find the Family Office approach to be right for them. In the simplest of terms, a Family Office is a private wealth management advisory firm whose duties consist of serving high net worth investors managing financial investments and controlling the majority, if not all, of the accounting decisions on behalf of the family.
But to Holbrook & Manter, a Family Office is a transparent relationship between your family’s established point of contact and an experienced professional from our team. From tax planning to philanthropic endeavors (and everything in between), we provide clarity, organization and simplicity to your family’s wealth planning and financial management. We keep you in the loop on all financial decisions, but we also allow you to steer the ship in the direction of your family’s collective choosing, especially when it comes to charitable pursuits and generational wealth transference.
With our Family Office Services, Holbrook & Manter relieves you of a large amount of stress, allowing you to work with one point of contact that will oversee your financial needs while working in tandem with your other counselors such as your legal, banking and insurance advisors.