Family Office Services

 Family Office Services: Navigating Your Family's Affairs

Navigating your family's affairs

High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. 

We can help you articulate and craft a family mission statement that provides a rationale for what you hope to accomplish with your wealth going forward, as well as the non-financial inheritance you want to pass on (i.e., values, wisdom, life lessons, family history). We can also help you prepare your heirs to inherit wealth by providing customized, age-appropriate education on a wide range of financial planning topics.

We utilize a strategic approach to philanthropy that is designed to identify the causes and/or organizations you want to support and maximize your impact in those areas. We help facilitate family discussions and collaboration around charitable planning in order to foster a collaborative effort in leaving a meaningful legacy. 

In addition to our comprehensive wealth management services, we support you with lifestyle management services. Our customized services* and strategies for family office clients include:

* Some of the services listed above may be offered by an affiliate of Mariner Wealth Advisors and may be subject to additional fees.

Custom Concierge Services & Lifestyle Management

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