Multi-Family Office Services
Wealth With a Purpose
Exceptional wealth requires exceptional expertise and bespoke care. Which is why we have built the Multi-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.
Multi-Family Office Services Include:
Philanthropic Planning
Use your wealth to give back by aligning your values, vision, mission, and strategy to achieve your philanthropic goals.
Tax Consulting
Comprehensive tax planning designed to maximize your revenue retention and minimize your tax liability.
Estate Consulting
Create a detailed estate plan worthy of your loved ones and the assets you’ve worked for your entire life.
Administration
We take care of the details with seamless execution and comprehensive administration of your entire portfolio.
Bill Pay
Let our platform handle the time-consuming routine of bill pay.
Lending Solutions
Access liquidity from your portfolio’s value without liquidating assets.
Health and Wellness
Gain access to a network of traditional and holistic health providers to optimize health and longevity.
College Planning
Develop strategies to provide your children and grandchildren with the financial resources required for their advanced academic pursuits.
Financial Stewardship
Educate and advise the next generation of wealth so you feel confident your wealth will grow across generations.
Custom Reporting
You deserve full visibility into your assets, so we can provide any additional reports such as cash-flow and quarterly tax updates.
Alternative Investments
Access unique investment opportunities managed in-house by the SteelPeak team.
Business Succession
Plan and prepare for business changes related to selling and/or retiring from your business.
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.
Travel Concierge
Access a network of travel professionals to help plan your family’s next getaway.
Risk Management
Getting ahead of risks requires a holistic, strategic approach to identify exposures and develop plans to mitigate or avoid them.