Family Office Services
At Archford, we offer Family Office Services to assist our clients in all facets of managing private wealth. Archford was established to serve families who want personalized, objective, fiduciary driven advice on a broader range of issues and with a higher level of strategic oversight for their financial lives.
Our Family Office team includes our Wealth Advisors, CPAs, attorneys, family coach, and family librarian who combine to provide a tightly coordinated and comprehensive financial plan to ensure that your wealth is providing the greatest after-tax benefit to you and your family. Financial security is only the beginning. At Archford, we understand the importance of preserving family harmony. Our family coach will work with your family members to manage matters of entitlement, affluence, influence, equality, and fairness.
Our services are customized to your family’s top priorities and goals and center on key areas critical to families including:
- Investment Management
- Retirement Planning
- Strategic Income Tax Planning
- Estate Planning and Trusts
- Family Coaching
- Tax Return Preparation and Compliance
- Safeguarding Tax, Legal and Investment Data
- Philanthropy and Charitable Giving Strategies
- Business Owner Succession Planning
We’re in the business of Taking Care of Families.
Let us take care of yours.
