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The Family Office

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Complexity of financial issues is often just a part of a rich and full life.

Especially for people with considerable resources, unrelenting business demands, children’s educational needs, philanthropic interests, multiple homes, leisure pursuits, and family dynamics — managing it all can sometimes seem like a daunting task.

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Fortunately, Alteri Wealth offers Family Office solutions for clients with significant wealth that can help simplify their financial lives and free up time to focus on what matters most.

The Family Office at Alteri Wealth Provides:

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Holistic tax planning to reduce or eliminate the impact of taxes

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Trust services providing simplicity, protection, duration and tax mitigation

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Values-aligned investing, including bespoke investment strategies aligned with your values

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Risk management and asset protection

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Wealth transfer to protect loved ones, manage family dynamics and ensure your legacy

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Personal CFO services including financial management, accounting and reporting

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Bill pay services

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Family Governance – Family Constitution, Family Council, Family Assemblies

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Concierge services which may include conducting background checks on personnel and business staff; providing personal security for home and travel; aircraft and yacht management, travel planning and fulfillment; and the streamlining of business affairs

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YOU / YOUR FAMILY

THE FAMILY OFFICE

Alteri becomes your single point of contact. Our team of professional concierge team members will seamlessly coordinate the following important elements, gracefully orchestrating the various aspects that come with a rich and full life so that you can focus on what matters most to you.

Click the buttons below to learn more about all of the important elements provided to our Family Office clients.

Put our experience, professional acumen, and deep commitment to fiduciary standards to work for you.

Wealth Planning

  • Estate Planning 

  • Prenuptial Agreements and Wills

  • Life Insurance 

  • Gifts During Your Lifetime

  • Succession Planning

  • Continuity of the Company

  • Bill Pay Services

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