Family Office

We serve a limited number of families to ensure that every client receives customized advice and exemplary service.

Strategy & Coordination

We simplify the complexities of multi-generational wealth by providing strategic oversight, seamless coordination, and expert administration. Acting as a single point of contact for all financial matters, we collaborate with your trusted advisors—attorneys, accountants, bankers, and others—to ensure everything works in harmony. Our personalized guidance and tailored strategies empower you to focus on what matters most, confident that your financial affairs are expertly managed.

Family Office Services

Cash Flow Management

  • Optimize cash planning and management
  • Prepare historical and forward-looking cash flow analysis
  • Coordinate wires and other money movement

Estate Planning

  • Identify planning opportunities
  • Formulate and implement planning strategies with attorneys
  • Manage trust and entity administration

Tax Planning

  • Analyze tax issues and opportunities
  • Develop planning strategies with accountants
  • Gather and organize tax documents and arrange tax payments

Risk Management

  • Evaluate/recommend asset protection strategies
  • Analyze property and casualty insurance coverage
  • Analyze life insurance analysis and consulting

Family Strategy & Governance

  • Organize and lead family meetings
  • Educate current and next generations on investments, trusts, budgeting, etc.
  • Facilitate creation of governance for co-owned family real estate and businesses

Philanthropy

  • Optimize charitable entity selection (charitable trust, private foundation, donor advised fund)
  • Summarize and track charitable gifts and grants
  • Negotiate multi-year gifts with charities
  • Proffer strategic philanthropy consulting and advice

Family Office Insights

More Family Office Articles

Family Office

What Planning Should You Do Prior To Selling Your Company?

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
Congratulations! You’ve beaten the odds, built an enduring, valuable company, and are looking to sell it. If you’re like most business owners, you’re primarily focused on working with your investment banker and M&A attorney to get the best price and structuring the deal with favorable terms. But don’t overlook personal wealth management strategies that can … Family Office Services

Family Office

Considerations for Shared Ownership of Family Property

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
Looking back, Sam, Jane and Nick’s childhood seemed almost perfect. They grew up in a loving extended family, played sports year-round and traveled. A highlight for the three siblings was their summers spent at Manor Grove, their family estate on the Outer Banks bought by their grandparents in the early 1900’s. When their grandparents died, the estate passed to their father, James, and his sister, Clara…

Family Office

Should You Set Up A Donor Advised Fund Or A Private Foundation?

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
A question we are often asked by individuals looking to create a pool of charitable assets is whether they should establish a private foundation or a donor-advised fund. As with many of life’s big questions, it depends. Private foundations (PFs) and donor-advised funds (DAFs) are similar. As with direct giving, they can both provide a … Family Office Services

Family Office

What Planning Should You Do Prior To Selling Your Company?

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
Congratulations! You’ve beaten the odds, built an enduring, valuable company, and are looking to sell it. If you’re like most business owners, you’re primarily focused on working with your investment banker and M&A attorney to get the best price and structuring the deal with favorable terms. But don’t overlook personal wealth management strategies that can … Family Office Services

Family Office

Considerations for Shared Ownership of Family Property

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
Looking back, Sam, Jane and Nick’s childhood seemed almost perfect. They grew up in a loving extended family, played sports year-round and traveled. A highlight for the three siblings was their summers spent at Manor Grove, their family estate on the Outer Banks bought by their grandparents in the early 1900’s. When their grandparents died, the estate passed to their father, James, and his sister, Clara…

Family Office

Should You Set Up A Donor Advised Fund Or A Private Foundation?

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
A question we are often asked by individuals looking to create a pool of charitable assets is whether they should establish a private foundation or a donor-advised fund. As with many of life’s big questions, it depends. Private foundations (PFs) and donor-advised funds (DAFs) are similar. As with direct giving, they can both provide a … Family Office Services

Our Services

Family Office Services

We manage the intricate details of wealth from coordinating financial, legal, and lifestyle needs to simplifying complex challenges, we ensure peace of mind and seamless stewardship across generations.

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Investment Management

Our investment philosophy recognizes there’s no single right way to invest and with customized strategies, we ensure your path is the right one.

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Trustee Services

We’re not your typical corporate trustee—we make quick, thoughtful decisions rooted in a deep understanding of your family’s dynamics and priorities.

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Single Family Office Support

Our tailored services fill the gaps in your single family office or within your company, ensuring seamless collaboration and freeing your team to focus on strategic priorities.

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Family, Forward.

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