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FAMILY OFFICE

FAMILY OFFICE SERVICES FOR MULTI-GENERATIONAL FAMILIES

Multi-Generational Families often have intricate financial lives, with homes, a range of investments, art collections, foundations, trusts and other interests.

They may also have a variety of short- and long-term goals surrounding their wealth, including philanthropic endeavors, wealth preservation and future generational wealth transfer. Managing these diverse assets and interests while reducing risk and minimizing taxes are primary concerns for many of our clients.
Seiler’s Family Office professionals provide multi-generational families with a broad spectrum of sophisticated solutions intended to help streamline their lives and effectively plan for the future. For many clients, we function as personal Chief Financial Officers, overseeing the many aspects of their personal financial worlds. For others, we assist with goals such as succession strategies and philanthropic planning.

Education

Research indicates that nearly 70% of family businesses do not survive to the next generation. Hence, educating children and other heirs is a critical step in helping them become effective guardians of family wealth. Comprehensive planning and financial education not only helps

families preserve wealth, but also fosters open communication and a spirit of collaboration among family members. Each individual acquires an appreciation of the family’s overall goals and develops a deeper understanding of their roles and responsibilities.

Multi-Generational Services

  • Tax planning, advisory and compliance coordination
  • Cash management and budgeting
  • Implementation of trust, estate and gift strategies
  • Direct private investment accounting
  • Heir education
  • Household staffing and internal Family Office management
  • Fine arts and luxury goods management
  • Insurance / valuation advisory
  • Private jet and vehicle ownership
  • Real estate advisory
  • Special projects