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.
