Family

Office

For High Net Worth Families

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Provence Wealth’s Family Office Is Built For The Most Complex Financial Situations.

We act as a centralized advisor, coordinating key aspects of your financial life, including tax planning, estate planning, consolidated reporting, philanthropic planning, investment management and legacy preservation.

How We Do It…

1

MANAGING GLOBAL ASSET ALLOCATION

Providing consolidated reporting

Assessing fees and performance

Coordinating the role of managers in your overall portfolio

2

PLANNING STRATEGIES

Optimize thorough use of deductions, trusts, retirement plans, charitable giving, and conversion strategies to help manage taxes.

3

MANAGE LIQUIDITY EVENTS

Ensure proper structures to manage taxes, while addressing planning objectives.

4

PHILANTHROPIC PLANNING

Thoughtfully plan your legacy with wealth transfer considerations.

5

BENEFITS AND COMPENSATION

Make effective use of benefits and compensation, including incentives, equity and retirement plans.

6

COORDINATING ADVISOR TEAM

Coordinate your segregated advisors (CPA, Attorneys, Investment Managers), into cohesive team.

How We Do It…

1

MANAGING GLOBAL ASSET ALLOCATION

Providing consolidated reporting

Assessing fees and performance

Coordinating the role of managers in your overall portfolio

2

PLANNING STRATEGIES

Optimize thorough use of deductions, trusts, retirement plans, charitable giving, and conversion strategies to help manage taxes.

3

MANAGE LIQUIDITY EVENTS

Ensure proper structures to manage taxes, while addressing planning objectives.

4

PHILANTHROPIC PLANNING

Thoughtfully plan your legacy with wealth transfer considerations.

5

BENEFITS AND COMPENSATION

Make effective use of benefits and compensation, including incentives, equity and retirement plans.

6

COORDINATING ADVISOR TEAM

Coordinate your segregated advisors (CPA, Attorneys, Investment Managers), into cohesive team.