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Family Office
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What is a Family Office?
A Family Office is an exclusive wealth management service that is dedicated to the holistic management of a family’s resources extending into generational planning. A Family Office works with a smaller number of clients but spends more time with each family assisting with tax, estate planning, charitable giving, foundation, and even budget issues in addition to traditional wealth management services.
Our Solution
The complexity of today’s tax environment, the frequency of tax law change, a greater interest in alternative investment vehicles, and more complex family make-up created by extended families is bringing greater challenges to affluent families.
Unlike a traditional wealth management office, at Hutchinson Wealth Management Group you receive more personal, comprehensive services and a sophisticated view of portfolio construction with access to alternative investments. We work closely with your other advisors ensuring that all of your plans are coordinated with your family’s wealth management goals.
Our commitment to you, as your family’s personal financial advisor, is to create a deeper, more meaningful relationship by focusing on 11 key disciplines, including: investment management, lifestyle services, and wealth transfer. Our goal is to assist you and your family in the management of your wealth for generations.
Typically our Family Office services are suitable for families with $5M to $25M of investable resources.
