Client Login

Family office services

Having a family office can be a great way to manage wealth, increase control over finances, and address various family needs. However, each family is unique and may require different types of support. Our partnership with mFORCE Capital helps us provide tailored family office services, offering a comprehensive solution that covers a range of financial and lifestyle needs. Our services include administrative support, investment management, and personalized concierge services that cater to your family's goals and objectives. With our expertise in human capital and coordination skills, we strive to help families navigate both the challenges and opportunities that come with balancing family and financial dynamics.
How can our family protect our wealth?
When should I take Social Security?
How can our family work together and make generational transfers easier?
How can our family maximize our legacy?
How can our family make our financial management easier?
How can our family manage our investment risk?
What you may be thinking:
Our Approach
Our Family Office service is dedicated to helping affluent families preserve their wealth and legacy for future generations. We do this by providing personalized advice, expert execution, and ensuring complete confidentiality throughout the process. Our focus is on the comprehensive planning, management, reporting, and consulting of all aspects of family offices. We understand that every family is unique, with its own set of interests, priorities, and perspectives. That's why we offer tailored solutions, crafted to meet your specific needs. With our deep knowledge and understanding of family enterprises, we act as an added resource to support your family's goals and objectives while also providing concierge services and human capital expertise
Our Family Office Conversations
Protecting Family Wealth
Family Governance & Generational Transition
Integrated Comprehensive Wealth Management
Additional Services
Family Office Services correlates with these other wealth management conversations.
Business Owner Strategies
From retirement plans to exit strategies, we help make the most of your business.
Wealth Planning
An ongoing process that updates as your life changes. Taking an expansive approach to financial planning that focuses on every aspect of your financial life.
Investment Planning
Maximizing the assets you've worked so hard to attain with customized, data-driven investing strategies.

Get Started with Theorem

We’re here to help. Get in touch to request your personalized wealth strategy without cost or obligation.

Get Started