Inspired Life Family Office™

As a steward for your family, you look after, keep order, and manage various aspects of your family’s financial life. Sustaining and managing the family balance sheet, coordinating multiplex details, and protecting and growing your family’s wealth has its challenges. Our Inspired Life Family Office™ is dedicated to helping you navigate these complexities by delivering acuity and formalized guidance on a diverse range of financial, estate, and family asset details.

By providing education and facilitating family communication, our team helps your family define its mission and strategic vision for your family to create a higher purpose and context around your family legacy, thus fulfilling its most important role: protecting your family.

Acting as a concierge for your wealth, our team serves as an integrator and coordinator for your family wealth by providing several services including:

  • Investment strategy and management
  • Wealth planning
  • Consolidated reporting
  • Tax services
  • Trust management
  • Estate and philanthropic planning
  • Family governance
  • Investment policy statement development
  • Oversee executive compensation plans

If you are interested in learning more, please share your contact information below to receive our monthly newsletter.

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