Family
Office
For High Net Worth Families
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.
