Family Office Services
A family whose wealth may span multiple generations has distinct needs that may be difficult to identify, let alone solve.
We embrace the uniqueness of the dynamics and objectives of each family. Through the integration of the services we provide, we partner with our clients to identify the best approach to ensure a successful family legacy.
Your RVP team leads your financial team and coordinates critical action items with your other trusted advisors, such as attorneys, accountants, and insurance professionals.
Investment Management
Construct portfolios based on the diverse goals and objectives of numerous family members across generations
Tax Strategy
Identify proactive opportunities to reduce income tax exposure
Sourcing of Private Investments
Provide a customized selection of limited-access private market opportunities
Estate Planning and Trust Administration
Steward wealth between generations tax efficiently, while partnering with attorneys and corporate trustees
Philanthropic Planning
Contribute to your community and important causes through giving strategies
Wealth Planning
Ensure all “pieces of the puzzle” fit together logically and efficiently
Family Education
Assist the younger generations in becoming active participants in the family legacy
Risk Management
Protect family and family wealth from insurable risks
Insights
Our team writes articles covering topics that we know are important to families with complex multigenerational planning needs.
Financial Literacy: The Foundation Of Generational Wealth
Building and preserving generational wealth is not easy. It’s a long process, one that requires a delicate handoff of responsibilities from one …
The Role Of Private Equity In A Diversified Investment Portfolio
Private equity funds are long-term vehicles that invest in private businesses with the objective of realizing a return. …
Cash Flow Planning: Why It Matters For High-Net-Worth Investors
As wealth advisors, it’s critical that we understand our clients and their lives. After all, we need to understand long-term goals to make sound …
