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Multi-Family Office Services

For High Net Worth Families

Provence Wealth’s multi-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. 

Managing Global Asset Allocation

  • Providing consolidated reporting
  • Assessing fees and performance
  • Coordinating the role of managers in your overall portfolio

Planning Strategies

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

Manage Liquidity Events

Ensure proper structures to minimize taxes, while meeting planning objectives.

Benefits and Compensation

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

Philanthropic Planning

Thoughtfully plan your legacy with wealth transfer considerations.

Coordinating Advisor Team

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

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Contact Us Today