Family Office Services
Dedicated, diligent and discreet concierge support to advance your family’s best financial interests…
As the back office for your high net worth family, the Janover Family Office Services team understands the importance of integrating all aspects of your complex personal and professional financial affairs. Working with your other advisors, we will help you maximize and preserve your family’s wealth by skillfully and seamlessly managing strategic financial planning and day-to-day plan implementation.
Janover has guided high net worth families for decades, and we know what it takes to earn your trust. Our experienced specialists learn what is most important to family members, designing strategies and solutions that unify and benefit all concerned. We also stay up to date on relevant best practices as well as industry specific developments and regulatory changes that may affect your family business. We are readily available and will keep you fully informed of options and new opportunities.
Our Family Office team members have a wide range of expertise and can assist with:
- Wealth management
- Tax planning and structuring
- International, state or local taxation issues
- Family and closely held business planning
- Estate and gift tax planning
- Matrimonial planning
- Retirement planning
- Investment planning
- Philanthropic outreach
- Household management
No matter how many moving pieces are involved, Janover will keep your financial house in order and running smoothly.