Strategies to Simplify the Complexities of Generational Wealth.
Our offering is designed to meet the needs of our client families who benefit from additional expertise and services that are traditionally associated with a family office.
A Relationship that Evolves With Your Family.
Our services are integrated into your core relationship with both your Wealthspire advisor and your outside advisors, and are tailored and enhanced over time as needed for each family. We apply a disciplined approach to each relationship, beginning with a discussion to understand where your family is today, what your current needs are, and what additional support you may benefit from over time.
These additional resources may include dedicated guidance from our investment and wealth strategy teams, as well as access to our strategic partners for any additional curated services.
A Trusted Financial Partner For Every Generation
“At Wealthspire, we believe that no client should ever outgrow us. That is why we have a dedicated focus and make continual investments into solutions addressing the concerns and needs of our families as they grow financially over generations.”
-Heather Flanagan, J.D., LL.M Taxation, TEP, Managing Director and Head of Family Office Services
Our Dedicated Team
Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 90 advisors across the U.S. to serve you. Looking for a financial advisor? Start your search here.
A Holistic, Efficient Approach to Family Office Management
One single point of contact.
Your advisor serves as your family’s COO, managing multiple providers.
Fiduciaries by design.
We are committed to delivering the highest possible standard of advice.
Your time and legacy preserved.
Maximize wealth and tax planning strategies with peace of mind.
How We Serve Families
- Comprehensive wealth management
- Tax, gift, and estate planning
- Executive compensation review and strategy
- Charitable giving approach
- Family governance strategy
- Intergenerational wealth transfer strategy
- Creation or sale of a business
- Online investment reporting and aggregation
- Mortgages and asset-based lending
- Investment management
- Strategic asset allocators
- Customized portfolio construction
- Expertise with alternative investments when appropriate
- Ability to operate non-discretionary investment management agreements
Case Studies
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Marilyn and Arnold are in their 60s with three adult children. Marilyn is a managing partner at a large …
Insights and Expertise
Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute
New York, November 7, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced today …
Helping Your Children or Grandchildren Buy Their First Home
Residential real estate markets in desirable cities across the country have long been appreciating in value faster than real estate …
Wealthspire Advisors Appoints Honey-Brooks to Expanded Family Office Services Team
Kadeidra Honey-Brooks joins the team as Senior Vice President, Trusts & Estates New York, July 11, 2022 – Wealthspire Advisors …
