Family Office Services
Wealth With a Purpose
Exceptional wealth requires exceptional expertise and bespoke care. Which is why we have built the Family Office Group, specifically to serve families that entrust us with a minimum of $20mm. You will enjoy exclusive, custom investment planning and wealth consulting, privileged access to special events and an elevated level of personal attention and service. You’ve made your fortune – it’s time to relish it.
Family Office Services Include:
Family Office
Grow and transfer your wealth across generations.
Corporate Trustee
Ongoing trust administration for your estate.
Philanthropic Planning
Use your wealth to give back by aligning your values, vision, mission, and strategy to achieve your philanthropic goals.
Travel Concierge
Access a network of travel professionals to help plan your family’s next getaway.
Business Succession
Plan and prepare for business changes.
Lending Solutions
Access liquidity from your portfolio’s value without liquidating assets.
Tax Consulting
Comprehensive tax planning designed to maximize your revenue retention and minimize your tax liability.
Custom Reports
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Administration
We take care of the details with seamless execution and comprehensive administration of your entire portfolio.
Estate Consulting
Create a detailed estate plan worthy of your loved ones and the assets you’ve worked for your entire life.
Exclusive Events
Attend events catered just for our family office clients and connect with other SteelPeak clients and like-minded people – you’ll be all the richer for it.