Family Office Services

ACTING AS THE “ORCHESTRA LEADER” OF YOUR FAMILY’S FINANCES

Your Finances Are Complex, Managing Them Doesn’t Have To Be

Wealth consists of many moving parts, each affecting all the others. At Schultz Financial Group, we turn this complexity into harmony to help provide you with a simpler life and better outcomes. Let us free you from the critical but time-consuming tasks of coordinating your finances and collaborating with your attorneys, accountants, bankers, insurance agents, pension administrators, real estate brokers, and other advisors.

OUR FAMILY OFFICE SERVICES ARE AS DIVERSE AS YOUR NEEDS

From the big picture to the smallest detail, we seek to manage your long-term goals and day-to-day finances with a broad range of personalized services to meet your family’s unique requirements. Here is just a small sampling:

  • Wealth Transfer – oversee estate and legacy plans designed to endure beyond your lifetime and across generations
  • Philanthropic Planning – support and advice for structuring your charitable and family gifting
  • Real Estate Advisory Services – from acquisition to asset management to disposition, we’re committed to help you maximize the value of your real estate assets and determine where your residential or commercial properties fit in your overall plan and how they affect the rest of your portfolio
  • Investment Management – from asset allocation, to portfolio construction, to ongoing oversight, we custom-build your portfolio and can offer niche investments to help you reach your goals
  • Liability Management – addressing key issues such as taxes, debt, and insurance
  • Customized Services – depending on your unique situation, we can develop customized services, analyses, and reports to meet your requirements

Our goal is to create a long-term, collaborative relationship with your family that brings you the comfort and confidence of entrusting your finances to a team of professionals dedicated to your family’s best interests.

Business Consulting Services

Many firms aren’t equipped to manage both personal and professional finances. With SFG, you can avoid working with multiple advisors or overburdening yourself with business matters – while also bringing both sides of your financial life into better alignment.

For entrepreneurs, business owners, doctors, lawyers, accountants, and other professionals, we offer advice and resources to meet a variety of needs, including:

  • Company retirement plans
  • Strategic business planning
  • Transfer of ownership/control
  • Coordinating and assisting with deal negotiations
  • Cash flow management
  • Assistance in securing business banking services, loans, and credit lines
  • Coordination with business attorneys, accountants, and other advisors
  • Corporate cash management

Schultz Financial Group Inc.

The SFG Difference

We don’t just build wealth, we build long-lasting relationships with our clients as well as their children, grandchildren, and external advisors.

The SFG Difference

We don’t just build wealth, we build long-lasting relationships with our clients as well as their children, grandchildren, and external advisors.

"Where you want to go in life is up to you. How to help you get there is up to us."

Contact us today to start your journey...

Contact

Schultz Financial Group Inc.
10765 Double R Blvd. Suite 200
Reno, NV 89521
Phone: (775) 850-5620
Fax: (775) 850-5639
Email: info@sfginc.com

"Where you want to go in life is up to you. How to help you get there is up to us."

Contact us today to start your journey...

Contact

Schultz Financial Group Inc.
10765 Double R Blvd. Suite 200
Reno, NV 89521
Phone: (775) 850-5620
Fax: (775) 850-5639
Email: info@sfginc.com

Design by Jason Design Studio | Design by Refresh Design Services | Copyright © 2018 Schultz Financial Group Inc.

Design by Jason Design Studio
Design by Refresh Design Services
Copyright © 2018 Schultz Financial Group Inc.