At All-Star Financial, we define family office services as the day-to-day management of a family’s financial function.

Our family office services includes a full suite of available value-added tasks our team can execute on your family’s behalf. Those services include:

• Family Balance Sheet analysis and reporting
• Multi-generational wealth planning and education
• Family governance
• Investment management, monitoring and reporting
• Charitable planning
• Accounting and Tax services
• Estate Planning
• Risk & Liability Management

Most families don’t require all the services we provide under our family office umbrella. That is why we offer our clients the flexibility to choose the services that fit their individual needs. We know that when it comes to families and wealth, things can get complicated.

That’s where our family support services come into play. These services vary from assisting in large purchases such as a home or a car, to helping find alternative care options for aging family members or those with special needs. Our guidance is always available to help simplify our clients lives.