Managing Your Wealth
Affluent families are best served through a holistic approach to the management of their wealth and financial issues. Family Office Advisors provides just such a comprehensive program to our clients, from assessing their short-term cash-flow needs through developing a long-term investment strategy designed to achieve their goals – and monitoring progress toward reaching those goals. And as fiduciaries, we are obligated to put our clients’ interests first. Take a step into our family office and experience the FAMILY OFFICE ADVISORS difference.
What We Do
- Family Financial Planning
- Risk Assessment and Management
- Asset Allocation
- Estate and Tax Guidance
- Integration of Wealth-Related Professional Services
- Performance Measurement and Monitoring
- Wealth Preservation
A Wealth Management Team With Your Best Interests at Heart
FAMILY OFFICE ADVISORS LLC, an independent Registered Investment Advisor, operates as a wealth management advisory firm based in New York, NY. Our team specializes in dealing with your family’s entire financial spectrum. With more than 30 years experience in the industry, we have the knowledge and capability to provide an unbiased perspective with only your needs and your best interests in mind.
Family Office Advisors’ defining role is helping affluent individuals and families achieve their short - and long - term financial goals
What Sets Us Apart
Unlike many other investment consultants or financial planners who typically promote financial products along with their advice, we don’t accept commissions or sell products to our clients. Our focus is wholly dedicated to managing your wealth in a transparent and efficient manner to help you secure a stable financial future. Contact us today to schedule a complimentary consultation to discuss what we can do for you.