Our Commitment

Family Office Managment does not sell insurance or investments, nor do we provide investment advice.  We provide a service to support your daily needs.  We work with, we do not replace, your Insurance Agents, Wealth Advisors, Accountants, and Lawyers.

 

First Step

We simply meet and talk.  While I prefer face-to-face conversations when possible, we can make it a simple telephone call or meet by zoom.  You can tell me about your unique needs and challenges, or we can simply provide you with more detail about our services.  

 

There is no obligation and we are happy to meet as many times as you like.  Our business is word of mouth, so we see the meeting as an opportunity to meet and share with you, but also as networking.  Even if it is not the right fit or right time, for us that is one more person in the community that knows about our services.  It is our only form of advertising.  

Second Step

Once we have enough information we will provide you with a written agreement that outlines roles and responsibilities as well as our fees.  Again, you are under no obligation.  We want you to take time and read the agreement, and we can meet again if you have any questions.  The next step is up to you.  While we may follow up, we certainly will not bug you with phone calls and emails.

Third Step

When ready, you sign the agreement, and we get to work!  Welcome to your Family Office.

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