For high-wealth individuals and families, taking advantage of the complete package of Family Office services often makes the most sense.  All services are fully coordinated, you always know who to turn to, and the arrangement is more cost efficient.

The typical client family that utilizes the Financial Health Center Full Family Office Services Suite:

• Has a total family net worth of at least $10 million
• Is willing to use Financial Health Center Family Office and Wealth Management advisors to manage planning and allocation of all investment assets, whether held by Financial Health Center or not
• Desires a comprehensive Financial Health Center Investment Performance Report which monitors all their investment activities with one report
• Desires online, real-time net worth statement reporting on all assets through Financial Health Center Personal Financial Statement
• Will rely on Financial Health Center for a personal financial plan, including the review and management of an estate plan, property and casualty insurance coverage, cash flow, retirement and legacy planning 
• Will rely on the Financial Health Center Family Office for tax planning and tax return preparation
• Utilizes Personal Family Website for calendaring, document storage, contacts, task management and collaboration with their advisor(s)
• Has a need for Financial Health Center Total Expense Management, or at a minimum utilizes the self service Financial Health Center Total Bill Management