Figer & Company
Family Office Services
Those families who do not wish to maintain their own
family office can have access to all the essential
financial coordination benefits of a dedicated family
office from Figer & Company without compromising
competence, performance or scope of services. Utilizing the
same important combination of in-office skills and outside
professional consultants that a single-family office would
use, our firm serves a limited number of client families
and maintains complete and highly confidential knowledge of
their overall financial situations, their ongoing
distinctive needs and their identified family objectives
The greatest value of a family office is to coordinate all
of the various professional disciplines necessary to manage
the financial affairs of a family. The assets of the family
are much more efficiently and effectively managed by one
overseeing organization.
·
Coordination of
External Advisors
·
Financial
Planning
·
Tax
Planning
·
Estate
Planning
·
Succession
Planning
Financial
Accounting/Reporting
·
Consolidated Net
Worth
·
Performance
Reporting
·
Partnership
Accounting
·
Tax
Preparation
Family
Continuity
·
Family
Meeting Organization & Facilitation
·
Coordination,
Coaching and/or Counseling
Administration
·
Bill
Paying, Administrative Services
·
Budgeting
and Cash Flow
·
Advising
Executives and/or Board of Directors
·
Litigation
Support
·
Trust
Administration