MULTI-FAMILY OFFICE
At Verdence, your family works with our family.
Our balanced, experienced team leverages a range of specialties to get to the heart of your family goals and values, then translate them into family solutions.
Our experienced and highly-collaborative team works with many families in navigating the challenges that are unique to their situation. Working with multiple generations, we customize our approach to ensure every family member is properly informed and represented. We get to know those things most important to your family and then coordinate our counsel to meet those needs.
We understand the complexities of significant wealth, and our goal is to uniquely serve your family in an effective, transparent, and comprehensive manner so that you are free to pursue your passions and aspirations.
Our comprehensive offering for family office clients include:
- Family Governance & Board Development
- Transition Planning
- Family Philanthropy
- Multi-generational Approach
- Family Meeting Management
- Family Education
- Concierge Services
- Philanthropic Planning
- Unique Access to Private Markets
- Estate Planning
- Advisor Analysis & Coordination
- Individual & Consolidated Reporting
- Risk Management and Asset Protection
- Wealth Preservation Planning
- Investment Policy
- Liquidity Needs
- Advanced Technology Tools
- Federal & Multi-State Income Tax Planning
Working with multi generations, we stress communication, full disclosure, education and transparency.
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