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Single Family Office SuPPORT

Experienced Support for Your Single Family Office

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.

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Expanded Capabilities for Your In-House Team

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Reporting & Recordkeeping

Families with significant wealth deserve reporting that reflects the full picture. ArchBridge aggregates data across multiple custodians and entities into a single consolidated balance sheet, capturing both liquid and non-liquid assets in one place. Every report is customized to the way your family thinks about and manages its wealth.

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Risk Management

Risk for families of great wealth takes many forms. ArchBridge evaluates and develops asset protection strategies tailored to your family’s specific exposures, and conducts cybersecurity reviews and analyses to safeguard against the growing threat of digital vulnerabilities. We address risk wherever it exists, financial and operational alike.

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Family Education, Support, and Administration

Supporting a family means showing up for the important moments and for the everyday ones. ArchBridge facilitates family education meetings that prepare current and future generations for the responsibilities of wealth, while also handling the administrative details that keep family life running smoothly.

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Corporate Trustee & Trustee Support Services

Some of the most important work we do happens inside a trust. ArchBridge serves as corporate trustee for families who want a steady, experienced hand guiding long-term administration, and supports individual trustees who want guidance fulfilling their fiduciary duties.

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Investment Management & Support

Your in-house investment team deserves a partner that fits the way you work. ArchBridge offers a wide range of investment management support, from serving as a fully outsourced CIO to occasional consultation on specific opportunities. Throughout, we focus on what we can actually control: reducing friction, costs, and missteps that quietly undermine long-term performance.

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Planning Expertise (Tax, Legal, Charitable)

Sophisticated planning requires both strategic depth and coordination. ArchBridge develops, coordinates, and administers tax, estate, and charitable planning strategies, while working hand in hand with your existing advisors to ensure every strategy is executed with care and aligned across disciplines. The result is a process that is both comprehensive and cohesive.

Family, Forward.

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Related Insights

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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.

Family Office

What Defines a True Multi-Family Office?

Michael Small Executive Vice President and CFO
Cutting Through Industry Noise to Understand What Truly Serves Your Family There is no shortage of firms today that describe themselves as a “family office.” In fact, the term has become so widely used that it has lost much of its meaning. Nearly every wealth management firm claims some version of it—often accompanied by familiar … Single Family Office Support

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.

Family Office

What Defines a True Multi-Family Office?

Michael Small, Executive Vice President and CFO
Cutting Through Industry Noise to Understand What Truly Serves Your Family There is no shortage of firms today that describe themselves as a “family office.” In fact, the term has become so widely used that it has lost much of its meaning. Nearly every wealth management firm claims some version of it—often accompanied by familiar … Single Family Office Support