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AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners →

Services

Your Outsourced Family Office Can Help Manage All Of These Services

Family Office Services

Financial Planning

Tax Consulting

Wealth Transfer Planning

Investment Management

Bill Pay & Accounting Services

Business Consulting

Unforeseen Liability Mitigation

Banking Relationship Management & Lending Consultation

Philanthropic Advisory

Property & Real Asset Services

Fiduciary Services

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We build a unique team of specialists for each client to create your personalized Family Office. We surround your core team with additional specialists we engage with as your family’s needs grow and change.

Our Technology

Our Process

Discussion and Discovery

Determine Your Goals

Identify Opportunities, Gaps, and Challenges

Explore and Evaluate Options

Refine and Revisit

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Let us be your

Financial Quarterback

We can collaborate with your existing professionals or help you build a new team, ensuring efficient discussions, seamless implementation, and cohesive management across all aspects of your financial life.

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WHY WORK WITH US

The AC Family Office Difference

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A True Fiduciary

We choose to be extremely involved with our clients’ lives, to create purposeful outcomes, and to always be in a position to act as a true fiduciary for them.
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Select Clients

We choose to have our clients join an outsourced family office that serves a very limited number of clients so we can dig deep and handle as many needs as those families have, rather than doing a few things for hundreds of clients.

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Low Turnover

Like many of our clients, we choose to be entrepreneurial to protect them from excess costs and turnover in the professionals around them at big banks and brokerages.

Discover the Difference