Single Family Office Support

Let us bring our extensive experience in serving families with substantial wealth and complex financial affairs to support your in-house team.

Bringing Depth to Your Team

As families and their wealth grow, in-house single-family office teams are asked to take on more responsibilities and duties. We respect the relationship between families and their single family offices. Our role is to enhance the services they can provide, while allowing them to continue providing their families with the best service and customized advice. We’ll customize our role to fit the needs of the overall team.

Single Family Office Support

Reporting & Recordkeeping

  • Provide customized reports created exclusively for families with significant wealth.
  • Aggregate data from multiple custodians and entities for all-inclusive consolidated balance sheet reports.
  • Monitor and report on both liquid and non-liquid assets.

Risk Management

  • Evaluate/provide asset-protection planning strategies.
  • Perform cyber-security review and analysis.

Family Education, Support, and Administration

  • Facilitate family education meetings.
  • Support administrative needs, including bill payment and household employee sourcing.

Corporate Trustee & Trustee Support Services

  • Serve as trustee. 
  • Assist clients with their fiduciary duties.

Investment Management & Support

  • Offer a wide range of investment management services, from being a fully-outsourced CIO to merely being a sounding board for various investment opportunities.
  • Help minimize the “controllable” factors that negatively affect investment returns.

Planning Expertise (Tax, Legal, Charitable)

  • Actively maintain collaborative partnership with existing client advisors. 
  • Develop, coordinate, and administer tax, estate and charitable planning strategies.

Single Family Office Support Insights

More Single Family Office Support Articles

Family Office

How to Decide What Your Family Office Should Outsource

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
For any family with $100 million or more in assets, managing those assets can be a full-time job. Ultra-wealthy families typically have dozens of trusts and partnerships, and an array of investments that require oversight and performance reporting. They also need sophisticated cash flow and liquidity management, not to mention extensive tax, estate, and philanthropic planning.

Family Office

How to Conduct Family Meetings That Don’t Turn Into an Episode of ‘Succession’

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
The Roy family, a media dynasty loosely modeled after the Murdochs (Fox) and Redstones (Viacom), spends its quality time together bitterly debating who will succeed the patriarch, Logan Roy. Although Succession reflects some of the worst realities of family and power dynamics, conversations about wealth and inheritance do not have to be contentious. In fact, family meetings are one of the best ways wealthy families can avoid the misunderstandings and false assumptions that often lead to conflict.

Investment Management

The Seven Deadly Sins of the Wealth Management Industry

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
Although the wealth management industry has evolved since Schwed’s book was published 81 years ago, the underlying issue remains: it is first and foremost a money-making machine for those who work in the industry. This doesn’t mean the wealth management sector is made up of bad people (I’m one of them!) but rather that their incentives aren’t usually aligned with acting in clients’ best interests. Like Upton Sinclair says, “It is difficult to get a man to understand something when his salary depends upon his not understanding it.”

Family Office

How to Decide What Your Family Office Should Outsource

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
For any family with $100 million or more in assets, managing those assets can be a full-time job. Ultra-wealthy families typically have dozens of trusts and partnerships, and an array of investments that require oversight and performance reporting. They also need sophisticated cash flow and liquidity management, not to mention extensive tax, estate, and philanthropic planning.

Family Office

How to Conduct Family Meetings That Don’t Turn Into an Episode of ‘Succession’

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
The Roy family, a media dynasty loosely modeled after the Murdochs (Fox) and Redstones (Viacom), spends its quality time together bitterly debating who will succeed the patriarch, Logan Roy. Although Succession reflects some of the worst realities of family and power dynamics, conversations about wealth and inheritance do not have to be contentious. In fact, family meetings are one of the best ways wealthy families can avoid the misunderstandings and false assumptions that often lead to conflict.

Investment Management

The Seven Deadly Sins of the Wealth Management Industry

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
Although the wealth management industry has evolved since Schwed’s book was published 81 years ago, the underlying issue remains: it is first and foremost a money-making machine for those who work in the industry. This doesn’t mean the wealth management sector is made up of bad people (I’m one of them!) but rather that their incentives aren’t usually aligned with acting in clients’ best interests. Like Upton Sinclair says, “It is difficult to get a man to understand something when his salary depends upon his not understanding it.”

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.

Want to learn more? Let’s connect.

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