Family Office Services
In the end, we are all on this Earth for only so long. The question for each one of us is what we want to do with the precious little time we truly have.
As you consider your legacy to your families and to your community, about what do you want to be remembered? Are you doing those things right now? Do you have the freedom to simply live your life?
Simply put, a family office is an organization that assumes the day-to-day responsibility for the coordination and management of a family’s interests.
Wealth Planning
- Asset Protection Planning
- Cash Flow Planning
- Estate Planning – Domestic and International
- Philanthropic Planning
- Retirement Planning
- Risk Management/Insurance Planning
- Tax Planning – Domestic and International
- General Financial Counseling
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Estate Plan Consulting & Design*
- Domestic & International
- Wills & Living Trusts
- Asset Protection Trusts
- Charitable Trusts
- Specialized Trusts
- Family Investment Entities
- Advanced Health Care Directives
- Durable General Powers of Attorney
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Business Planning
- Business Consulting
- Business Valuation
- Business Exit Planning
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Investment Management
- Endowment Model
- Traditional Value Style
- Tax-Wise Allocation
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Trustee Services
- Professional Trust Administration
- Professional Estate Administration
- Administrative Compliance
- Tax Compliance
- Asset Management
- Situs Selection
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Private Banking
- Customized Mortgages
- Business Loans
- Lines of Credit
- Letters of Credit
- Overseas Services
- Personal Loans
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Tax Return Preparation
- Personal Income Tax Returns
- Trust Income Tax Returns
- C Corporation Income Tax Returns
- S Corporation Income Tax Returns
- Partnership Income Tax Returns
- LLC Income Tax Returns
- Gift Tax Returns
- Estate Tax Returns
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Administrative Services
- Personal Bookkeeping
- Business Bookkeeping
- Financial Statement Preparation
- Bill Paying & Expense Management
- Family Document Management
- Family Foundation Administration
- Family Entity Administration
- Fraud Detection
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Concierge Services
- Access to Private Air Travel
- Auto Purchase Assistance
- Aircraft Purchase Assistance
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Family Services
- Care Decision Assistance
- Lifestyle Decision Assistance
- Personal Assistance
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* – all drafting of legal documents and other services requiring licensure as an attorney are provided by unaffiliated attorneys with whom we contract.
Copyright (c) 2011 – 2012 Integrated Wealth Counsel, LLC. All rights reserved.
