Family Office Services
Alignment of key advisors
We work closely with your CPA and family attorney to ensure all parties are coordinated around your tax strategies and investments. As specialized needs arise, we engage our group of 50+ pro advisors to solve for more advanced solutions to specific objectives.
Family office benefits at a fraction of the cost
The ultra-high-net-worth have teams of specialists to manage their wealth in the form of a family office. Our shared family office model allows you to receive same expert guidance and benefits at a fraction of the cost and while collaborating with other families.
NETWORKING AND RELATIONSHIPS
Being Privi simply means you are “in the know” and benefit from “who you know”. We network with other family offices to discuss trends, learn about investment opportunities, discuss tax strategies, and create investments together. Our objective is to curate investments with the highest return with the least amount of risk.
HOLISTIC FAMILY OFFICE SERVICES.
Tax Planning
- Tax return & compliance
- ordinary income
- capital gains
- passive income
- business sale
- estate tax
business strategies
- growth initiatives
- buy/sale strategies
- outsource CFO
- capital & financing
- technology & data
- business validation
wealth management
- public investments
- private investments
- estate planning
- tax mitigation
- private banking
- charitable giving
legal structure
- Entity Structure
- Asset Protection
- Wills & Trusts
- Buy/Sell Agreements
- Contract Review
- Power of Attorney
insurance & risks
- life & disability
- property & casualty
- general & umbrella
- long-term care
- captive insurance
- investment vehicles
family governance
- structure & documentation
- succssion planning
- family meetings
- philantropic objective
- health care directives
- administration & oversight