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You would never let an amateur run your business – the same standard should 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. They can assist you in the following areas: :
- 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
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