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Family Office Services


You have only the most high-caliber professionals running your business...but does that same standard hold true for your personal finances?

The RubinBrown Family Office Services Group specializes in helping high-net-worth individuals manage their personal wealth like a business.

Whether your goal is increasing your net worth or enjoying that which you have already created, our specialists will provide you with customized services to meet your individual needs.

The structure of the Family Office Services Group provides the administration that enables you to enjoy your success in a stress-free environment.

Our specialists will step in and handle all of the constant and important details of your finances so you don't have to. We offer you a full suite of integrated tax and financial planning services, along with additional services such as bill paying, financial tracking and reporting to tie it all together.

As experienced professionals, we know the most rewarding financial plans include the successful integration of your goals, resources, stage of life and tolerance for risk. To ensure this happens, we have built a veteran team of specialists that includes investment advisors, attorneys, certified public accountants and insurance professionals to help you:

  • Establish and quantify both short-term and long-term goals
  • Gather financial information
  • Determine your current net worth
  • Provide alternatives to aid you in achieving your goals and review the advantages and disadvantages of each with you
  • Counsel you in goal setting and the implementation of plans
  • Monitor the planning process to meet your objectives

Bill Paying

Whether performed in your home or our office, this time-saver gives you a sense of freedom many have never experienced before. Travel, concentrate on business, or simply relax, secure in the knowledge that you will never miss a deadline or due date for a bill, estimated tax payment or other financial obligation. We tailor our service to your comfort level so you always maintain the control you desire.

Cash Flow Tracking & Reporting

Ever wonder at the end of the year where the money was spent? RubinBrown tracks your cash flow and reports regularly to you so that you can make adjustments as necessary. 

Investment Services

Working in concert with RubinBrown Advisors, we assist you with formulating the proper investment plan. Whether we are managing your portfolios or simply providing oversight of other managers, you will always know how your investments are performing.

Tax Return Planning & Compliance

When we assist you with bill paying and cash flow reporting, it makes your annual tax planning and compliance a breeze. You will never have to worry about gathering data or trying to figure our which information is relevant for your tax return. We already know because we have been tracking your information all year.

Retirement Planning

Retirement planning starts years before the event and continues for as long as you are retired. An integral part of our services in this area is the ability to help you assess the sufficiency of your income and assets to support your desired lifestyle during both the building and consumption stages of your retirement.

Estate Planning

As we assist you with growing your wealth, we know at some point you need to take time to plan how this accumulated wealth will be passed on. Our familiarity with your personal financial situation helps to make this experience more productive and comprehensive.

Insurance Evaluation & Procurement

Insurance can be vital in addressing a risk or providing liquidity, but sometimes it is not needed at all. We can assist you in making this determination and, when appropriate, provide assistance in obtaining coverage in the most cost-effective manner.

Why should I choose RubinBrown Family Office Services?

For more than 60 years, RubinBrown has provided customized services to entrepreneurs, business owners and high net worth individuals. We understand your need for individualized service and will provide a solution designed to fit your lifestyle and financial goals. When you work with RubinBrown, you will find that you have more time for yourself and your family, less stress associated with financial deadlines, and a team of experienced professionals available to address any questions that you may have. We are also unique compared to other providers because of the policies and procedures we have in place to protect your privacy, finances and overall personal interests.

How do you get my bills?

We have established a post office box designated for Family Office clients. We can manage your mail for you, or if you wish to receive your bills first to view and approve payment, we ask that bills be mailed, couriered, or sent overnight to us depending on their time sensitivity.

If I use your post office box, will I see my bills?

All bills received by the post office box are entered into an electronic system and a report is issued weekly according to what is due. You will receive a copy of the report via e-mail, fax, or courier/FedEx service. Copies of your bills will be sent upon your request.

Do I have to approve every bill?

Yes. We require written approval of each bill prior to payment. Your signature with the date is sufficient for the weekly report of bills received through our post office box.

Can you sign my checks to pay my bills?

If you wish, you can authorize RubinBrown to sign your checks. Most of our clients find it more convenient to issue signing authority. You can trust we understand that this is a tremendous responsibility and have strict policies and procedures in place to protect your financial interests. Our internal controls are created and tested by our Internal Audit Services Group, and these controls are in effect from the first day of the engagement. Random reviews are conducted to ensure our procedures are in full compliance with regulations and that your data is secure.

Do you make payments online?

We make online payments only with your approval. We discuss the options when we begin the engagement and determine your method of payment based on your level of comfort.

Do you prepare personal financial statements?

Yes. We customize personal financial statements to your needs using either Quicken and/or QuickBooks. Common examples are a balance sheet or cash flow statement.

How do you protect my personal financial information?

We store Family Office client information on a separate server, where only a few RubinBrown team members have access.

We have compiled online resources that may be helpful to you or your business. You may wish to bookmark this page for future reference.

EstatePlanningLinks.com

EstatePlanningLinks.com is a link to wealth preservation resources on the Web. For consumers and estate planning professionals, this site contains hundreds of well-organized, time- saving links to estate planning, elder law, tax and related Web sites.

MSN Money

The Planning section of this site provides information regarding estate, retirement and college planning. The site explains saving for college, prepayment, savings and savings bonds.

SmartMoney.com

SmartMoney.com provides information on college, retirement and estate planning. By downloading Microsoft Virtual Machine, you gain access to planning worksheets and calculators.

Seniorresource.com

Seniorresource.com provides a comprehensive source of housing information and services for seniors and their caregivers.