Managing Wealth. Building Legacies.
As the steward of your family and its legacy, you need assistance in developing and administering a wealth management system that works today and for future generations. AMD's Family Office Group offers an intergenerational approach that focuses not only on your family's overall financial strategy, but also on the specific financial needs of each family member. By setting up a Family Office or improving the operational structure of an existing one, we can help with wealth management and transfer strategies, financial and tax services and overall life management. We understand that no two families are the same so we tailor our experience to meet your specific requirements.
With a Family Office, we can help you establish and implement a lifelong plan to manage your personal wealth and meet the goals of both you and your family. We will guide you and help determine strategies to build and preserve assets during your lifetime and beyond, while minimizing risks. Our services include:
Wealth Planning Services
- Estate planning and administration
- Trust administration
- Gift tax planning
- Retirement planning
- Asset allocation review
- Investment monitoring with quarterly performance reports
- Stock option analysis
- Private foundation and other philanthropic consulting
- Family limited partnership implementation and administration
- Inter-family loan administration
- Business succession planning
Financial and Tax Services
- Bill payment, cash management and budgeting
- Brokerage and bank statement reconciliation
- Financial report preparation, analysis and review
- Payroll reporting and benefits coordination
- Credit and financing assistance
- Tax planning and preparation
Life Management Services
- Liaison between attorneys, bankers and other financial advisors and consultants
- Family goal analysis
- Family meeting facilitation
- Personal and business insurance selection and planning
- Long-term care options
- Domestic employment matters
- Primary and vacation home property management
- Real estate purchase and construction assistance
- College/University evaluation and planning
- Purchase, sale, or lease of vehicles
- Safety considerations
Our relationship-drive approach provides you with the personal and confidential service you and your family deserve. We will help you develop a Family Office system that works for you today and across future generations.
For more information on a Family Office with AMD, contact Michelle M. Hagen, CPA at 314-655-5549 or mhagen@amdcpa.com.