Family Office Services

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Simplifying Generational Wealth

Our family office services are crafted to meet the intricate needs of families managing generational wealth. We offer a suite of services that go beyond traditional financial management, providing additional expertise and resources to support your family's unique journey.

Evolving Relationships

We integrate our services into your core relationship with Great Lakes Asset Management and your external advisors, tailoring and enhancing them over time. Our disciplined approach begins with understanding your family's current needs and identifying areas where additional support could be beneficial. This might include guidance from our investment and wealth strategy teams and access to our strategic partners for curated services.

Your Financial Partner

Acting as your family’s chief operating officer, we coordinate your financial team to proactively address issues before they arise. Our role is to manage the day-to-day operations of your family’s financial life, ensuring seamless integration of all financial aspects.

Building a Lasting Relationship

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Understanding Your Family

We begin by developing a deep understanding of your family members, their goals, and motivations. This includes reviewing family entity structures, prior gift tax returns, and estate planning documents. We coordinate with our investment team to align strategies with trust structures, ensuring a comprehensive view of your financial landscape.

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Special Projects

Our team develops custom strategies for first-generation wealth builders, corporate executives, and entrepreneurs. We engage in stock option planning, liquidity planning, business succession planning, and asset protection. For families with unique circumstances, we provide dedicated cross-border and special needs planning.

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Ongoing Support

We hold regular meetings to explore additional planning opportunities and coordinate with outside advisors for proper tax filings. Our annual reports summarize estate plans, advanced strategies, and asset dispositions, ensuring clarity and continuity.

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Educational Resources

We offer a robust library of whitepapers, instructional videos, and case studies. Our Legacy Team collaborates with the next generation, ensuring they are engaged and informed about family wealth and legacy planning.

Investment and Wealth Planning

Our investment team provides guidance through strategic asset allocation and tailored portfolio construction. We focus on risk management and disciplined decision-making, ensuring your portfolio aligns with your goals. Our wealth strategy team employs sophisticated estate and tax planning techniques to optimize wealth preservation and transfer across generations

Philanthropy and Legacy

We support philanthropic goals with in-house expertise in gift planning. Our team analyzes gifting strategies, reviews charitable vehicles, and provides administrative assistance. We facilitate family discussions on philanthropy and legacy, ensuring a coordinated and impactful approach.

Securing Multi-Generational Wealth

Our Family Legacy Planning and Education team guides families through generational planning, facilitating communication and decision-making. We assist in developing governance documents, defining family roles, and conducting multigenerational meetings. Our goal is to help your family build a shared vision, ensuring financial literacy and preparedness for wealth transfer.

Take the Next Step in Your Financial Journey

Discover how we can help you achieve your financial goals.

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Family Office Services