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Family Office Services

Overview

Varnum's family office services are offered in conjunction with our legal and personal trustee services. Through these services, we serve as a virtual business office for our clients and their families, assisting in the coordination of personal and family financial matters. Our first objective is to aid our clients and their families in establishing long-term financial goals. As your advisor, we coordinate, implement, integrate and monitor the professional services required to meet these goals. We work with other valued family advisors, including investment and insurance professionals, tax advisors and bank trustees. Our ability to work with your family advisors objectively, efficiently and effectively is one of our core strengths.

Included among our family office services are the following:

  • Service as trustee (see Personal Trust Services)
  • Wealth planning
  • Estate planning
  • Philanthropic planning
  • Coordination of implementation of major initiatives such as sale of a major asset or a major estate plan revision
  • Assistance with selection and periodic review of insurance services
  • Income, gift and estate tax services
  • Bill payment and concierge services (for client or parent of client)
  • Family financial matters

Fees and Value

Our family office fees are customized for each client based on the number and depth of services desired by the client and a variety of other factors. Fees are generally a fixed periodic amount. Our commitment is to be fair and to always strive to provide our clients with value commensurate with or greater than the fees for our services.

Estate planning and other personal legal services may be included with family office services in one fixed fee if so desired.

Contacts

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