Family Office Services

Family office services can be transformative for family flourishing when they support the long-term vision of the family. The Private Family Trust Company (PFTC) serves as the structural foundation for a bespoke family office. Families can assemble a personalized suite of services all coordinated under unified governance. Governance of the PFTC usually includes the family itself, ensuring that the structure reflects their values, priorities, and evolving needs.

The structure is intentionally designed to foster collaboration among family members and their other trusted advisors. Whether a family is building educational programs for the rising generation, designing a philanthropic legacy, or managing complex investments, the PFTC offers a stable and flexible chassis to integrate those efforts into a cohesive whole.

Our understanding of family office best practices informs the services we deliver to our client families, and we treat our client families and their other trusted advisors with integrity, care, and transparency.

Fiduciary Services (PFTC Administration)

The Wyoming private family trust company has many benefits for enterprising families but requires commitment and expertise to run effectively. Our professionals can serve as board members and officers in your family’s private family trust company in order to relieve you of the day-to-day administration of the private family trust company while leaving you in control. Additionally, the private family trust company can serve as the chassis for your family office.

Investment and Financial Planning

Our colleagues at Grupp Financial LLC provide investment management advice and Private Wealth Services. Our teams collaborate on a plan that seeks to match your liquidity goals and lifestyle needs to your investment strategies.

Tax & Accounting

Wealth owners should be confident that they are fulfilling financial obligations accurately through tax and accounting services. Our internal bookkeeping services team actively work with our professional partners so that your books are professionally balanced, your bills are paid, and your legal structures are compliant with tax regulations.

Family Governance and Education

The foundations for a flourishing family are cohesion around values, clear communication, and trust. Focusing on family governance & education enables families to build cohesion, successfully progress from generation to generation, and realize their unique potential as a family and individuals.

Family Lifestyle Services

Whether buying a new home or considering insurance options, your family can benefit from a holistic look at how to thrive within the structures it has set. We integrate lifestyle management with other wealth and governance services so that your family’s needs, wants, and desires match your long-term goals.

Philanthropic Planning & Management

Living a fulfilled life is as much about how we help others as what we do for ourselves. However, it can be difficult to find the most impactful ways to support a flourishing community. We partner with you to design an intentional philanthropic plan that effectively empowers your charitable giving, community leadership and responsible ownership.