Family Office

A partner your family can trust and rely on

Seeing your family reach success beyond numbers takes passion and finesse.
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Our Family Office services are not one-size-fits-all.

Our services are personalized for your individual needs.  We serve as your strategic personal advisor and work with you to clarify your goals, your family's goals, and build your legacy. We also help you identify what you want to accomplish in your Physical, Psychological, and Intellectual Capitals to help you, and your family, lead a more fulfilling life.

Family Office

For families who have more than $20 million net worth, we provide our Wealth Management and Investment Management services as well as these additional services:

Legacy Planning & Wealth Transfer

Your wealth should be designed to endure beyond your lifetime and across generations. This is the goal of our Family Office team, to understand what desires you have for your wealth now, a year from now, fifty years from now.

  • We can help identify your family values and oversee legacy plans
  • We can help you develop a strategic framework and plan.
  • We work with you to create an implementation schedule to help you successfully achieve your goals.

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.

  • We provide project management and investment analysis services.
  • We offer financial modeling to help inform your real estate decisions.
  • SFG provides unbiased advice on the purchase, sale, development, exchange, repositioning, or capital improvement of properties.
  • We develop strategies to help manage debt and leverage, control portfolio risk, and minimize tax liabilities.

Philanthropic Planning

Your legacy can extend beyond your family and into the areas of your life you are most passionate about. Many clients choose a charity, foundation or philanthropic initiative that aligns with their values. We provide support and advice for structuring your charitable and family gifting.

  • We work with you to plan for charitable gifting ensuring you have enough income to live the lifestyle you choose.
  • We help to define the most tax-efficient ways to gift to the causes you’re passionate about.
  • We provide advice and insight on the setup of your personal foundation.

Multi-Advisor Coordination

Our Family Office clients typically have multiple advisors whether it be for legal, estate planning, insurance, real estate, and/or tax matters. We serve as your “orchestra leader” to connect those other advisors together so they all work in harmony to help you achieve your goals. 

  • We coordinate and collaborate with your attorneys, accountants, brokers, general contractors, and property managers to save you time and help ensure that your plans are properly executed.
  • We manage processes and relationships with outside professionals on real estate projects including the design and construction of personal residences, multi-family, medical office, retail centers, and office projects.
  • Our team will coordinate sale/lease-back transactions and facilitate real estate exchange transactions.