Family Office Services in the Tax Friendly State of Nevada
“I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should gain as well.”
- Alan Greenspan
What are Family Office Services?
Family office services or a multi-family office is designed in order to properly handle the complex needs and administrative tasks for ultra affluent, multi- generational family and small business wealth. The Elysien Private Wealth Family Office Services Program was created specifically to overcome many of the inherent and invisible forces that dissipate wealth over generations. We work under the assumption that money alone will not sustain a families legacy. Families need the ability to focus and create an environment where all of the family members understand what values the family would like to pass onto the next generation. Our family office services help families understand the economic lifestyle adjustments that need to be taken as the family grows from one generation unto the next. We help families understand the risks they face and the proper precautions they need to take in order to preserve and grow their wealth. We also help future generations and beneficiaries understand their role in the families legacy and help them to focus on personal goals.
Multi Family Office Services
In order to properly manage a substantial amount of wealth, clients require access to resources that are typically only available to institutions and corporate clients. Elysien Private Wealth’s Family Office Services Program reserves family office services for clients who have minimum liquid assets of $2o million or more.
Elysien Private Wealth’s Family Office Services Help to Perform Three Major Tasks:
- Provides a system for handling an affluent families financial and administrative affairs.
- Provides the ability to create superior investment results by leveraging asset size to achieve economies of scale.
- Provide a venue for family members to receive customized services for tax management, philanthropy, family governance and education.
Elysien Private Wealth Also Manages Other Family Office Services As Needed, Including The Following:
- Bookkeeping services & financial reporting
- Oversight of master custody services
- Coordination of pooled fund accounting
- Budgeting, personal banking & cash planning
- Personal security
- Trustee services, private trust investment policy and trust investment management
- Real estate & debt management services
- Other services available as needed or requested
For more information regarding our Family Office Services Program, please CONTACT US.