BUDGETING,  PLANNING & REPORTING

Having a budget is important at any stage of life

For individuals just starting out working and earning, having a budget is crucial to ensure that you meet your financial obligations while planning for future purchases and maximizing your wealth potential

 

For mature adults it is simply peace of mind that obligations are monitored and met.  When a life event occurs, you are prepared and one spouse is not left to figure out the details alone.

 

We specialize in helping you get organized, identifying your expenses, setting your goals, and planning for how to reach them while meeting your obligations and avoiding unpleasant surprises.  Our reports and communication to you will be clear and easy to follow, in addition we will review them with you to ensure clear communication.

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DAILY BILL MONITORING & PAYMENT

Bills are a fact of life and there will always be one or more needing your attention.  Family Office Management can lift this administrative burden off of your shoulders and free up your time for more enjoyable activities.  Imagine someone else taking care of reviewing your bills to ensure that the charges are correct and valid, arranging payment for those bills, and following up each month to confirm payment.  We offer this service and more.  

 

For example, we also will review your bills and charges to avoid the creep of extra fees, unwanted services, and unnecessary add-ons.  Once we have identified those fees and charges, we will work with the provider to have them removed or corrected.  You will be kept well informed of what we find, when we make the payments, and any other issues.      

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FAMILY INVENTORY

Planning for your children’s future not only involves their education but also their inheritance.  Family Office Management believes that you can give your heirs the best chance to resolve estate issues before they arise.  The gift of having everyone on the same page about your estate is priceless and one that will be greatly appreciated by your heirs when the time comes.  

 

Take a significant stressor off of your heirs’ shoulders by having Family Office Management put together a road map for them to follow to wrap up your affairs.  This will prevent frustration, stress, and inter family conflict by removing the uncertainty and guesswork out of closing your estate.  

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ELDER ABUSE FRAUD & THEFT PREVENTION 

Texas ranks at the top of the list of states with fraud and the elderly are the most vulnerable.  Having a non-family third party help your elderly relatives navigate what is legitimate and what is not is a great solution when a parent or elderly relative is hesitant to ask a family member for help.  

 

Family Office Management is available to answer questions about whether websites are legitimate or phishing sites, to screen out scam emails or texts, and deal with phone callers purporting to have legitimate business requests.  

 

If there are third party helpers in the house, Family Office Management can identify whether there are inappropriate payments to caregivers or a particular family member to determine if someone is being manipulated. 

 

When it comes time to ask tough questions, Family Office Management can be the middleman and ask those questions on your behalf to avoid alienating family members or household staff.

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