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.
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:
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Schultz Financial Group’s (“SFG’s”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. The receipt of personalized and tailored services, or the client’s access to financial or professional resources should not be construed as a guarantee of a particular outcome. All investing comes with risk, including risk of loss. SFG is neither a law firm nor an accounting firm. The tax and estate planning information provided is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Readers, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.