Family Office ServicesA Key Element in Multigenerational Wealth Planning

High-net-worth and ultra-high-net-worth families are likely to face a range of potentially complex financial situations requiring an integrated and wide-ranging approach to multigenerational wealth planning.

We understand how complicated it can be. Our team has the knowledge and resources to manage the multigenerational moving parts so your family’s wealth, values, and long-term vision stay aligned across generations.

Strategies

An Integrated Approach

Your family office functions as a central “hub” with a coordinated team of professionals working toward your family’s goals under a cohesive, integrated wealth advisory strategy.

Eliminating the need to shuffle between separate—and potentially contradictory—investment managers and accountants, this centralized framework simplifies multigenerational wealth management, reduces risk, and assures confidentiality.

Multigenerational

Your Long-Term Partner

When confronted with unexpected circumstances like the passing of a founder, high-net-worth families often face a period of transition that requires steadiness and clarity. A family office can provide stability, continuity, and family governance, assisting in the management and transfer of complex assets, and the smooth transition of the founder’s legacy and wealth.

As a long-term partner, we can provide reliable family office services to heirs stepping into new responsibilities, including those navigating diverse family interests and differing opinions.

That same foundation can allow families to plan confidently for milestones such as funding a wedding, acquiring a vacation property, or pursuing other long-term goals.

5 Reasons why a family office may be useful to you

1. Multigenerational wealth planning, management, and succession

A family office can provide frameworks for the smooth transition of wealth to future generations. This may involve thorough estate planning, the use of trusts and foundations, and the implementation of structures that help reduce family conflicts and prepare your heirs for their new wealth stewardship responsibilities.

2. Centralized advice

A family office can verify that your CPA, attorney, investment advisors, and trustees are all working toward the same goals. By coordinating the conversations among these specialists, we can reduce duplication, help prevent conflicting advice, save time, and improve outcomes.

3. Customized services

Family office services are custom-tailored to your family’s specific needs and implemented according to your preferences. They may range from core financial management to lifestyle and administrative support.

4. Time savings

With the family office handling day-to-day administrative financial responsibilities, family members have more time to focus on their personal and professional activities.

5. Philanthropy and legacy building

Family offices can help to structure and manage private foundations or other charitable initiatives such as donor-advised funds. The office can implement frameworks that help keep your family’s philanthropic efforts tax-efficient, reflective of your family’s values, and as impactful as intended.

Services

Family Office Services Tailored to Your Needs and Values

RBGWA provides a range of thorough and professional family office services curated to your specific multigenerational wealth planning needs. Our client-first approach, status as an independent, fee-only Registered Investment Advisory (RIA) firm, and strategic partnership with the accounting firm RBG PLC make us highly qualified to configure your family office services.

Our multigenerational services include:

Cash-Flow
Planning

Bill Payment & Bookkeeping

Entity
Management

Net Worth
Reporting

Risk
Management

College Education
Funding

UGMA/UTMA Accounts

Unexpected Circumstances Planning

Divorce

Incapacitation & Control of Assets

Life Event
Savings

Gift Planning

Annual Gift Exclusion Planning

Family Limited Partnerships

Family Limited Liability Companies

Generation-Skipping Transfer Tax Planning

FAQ

Frequently Asked Questions About Family Office Services

High-net-worth families often ask these questions when considering multigenerational wealth coordination.

1. When does it make sense to use family office services?

Family office services become valuable when wealth complexity (multiple entities, generations, or advisors) requires centralized coordination to reduce conflicts and save time. Our outsourced model provides comprehensive oversight without the expense of building an internal office, tailored to your family’s specific needs.

2. How do you coordinate with my existing attorneys and accountants?

We act as the central hub, facilitating communication among your professionals to confirm everyone works toward the same goals. This eliminates contradictory advice, reduces duplication, and improves outcomes while maintaining confidentiality and efficiency.

3. What do family office services include on a day-to-day basis?

Services range from cash-flow planning and bill payment to entity management, consolidated reporting, and concierge-style support for life events. We customize the scope so family members gain time back for personal and professional priorities while wealth stays organized.

4. How do you help prepare the next generation for wealth?

We create governance frameworks, education programs, and succession plans that teach financial responsibility and align with family values. This preparation helps heirs step confidently into stewardship roles and reduces potential conflicts during transitions.

5. Can family office services include philanthropy planning?

Yes, structuring private foundations, donor-advised funds, or direct giving is a core component. We design tax-efficient vehicles that reflect your family’s values and seek to maximize impact while integrating philanthropy into overall wealth and estate strategies.

Contact Us to Discuss Your Family Office Needs

Let’s get together to discuss putting this comprehensive outsourced strategy to work for you and your family.