5100 Wheelis Drive Suite 211 Memphis, TN 38117

Family Office

As a high-net-worth individual or family, you face a wide range of complex financial situations. It is important to use an integrated approach that accounts for all the various areas of your financial position. You need a well-coordinated team with knowledge in many areas.

RBG Wealth Advisors specializes in providing a broad spectrum of wealth advisory services to high-net-worth families and individuals. We offer clients in this area a total outsourced solution for managing their financial needs. Key areas of service include cash flow management, net worth reporting, risk management, education funding, planning for unexpected circumstances, gift planning, and more.

We offer clients thorough and professional services tailored to their individual needs. Our core family office services include:

  • Cash Flow Planning including Bill Payment and Bookkeeping
  • Entity Management
  • Net Worth Reporting
  • Risk Management
  • Education Funding
    • College Expense Projections
    • 529 College Savings Plans
    • UGMA/UTMA Accounts
  • Unexpected Circumstances Planning
    • Divorce
    • Incapacitation and Control of Assets
    • Saving for Life Events (Wedding, Vacation Property Purchase, etc.)
  • Gift Planning
    • Annual Gift Exclusion Planning
    • Family Limited Partnerships and Family Limited Liability Companies
    • Generation-skipping Transfer Tax Planning