Future generations will thank and admire the family patriarch who recognizes the importance of passing on his values, insights and purpose, not just his wealth. By establishing a family office, he creates a mechanism that ensures his vision remains alive to guide future generations. Like a good father, the family office provides for the family members’ practical necessities and prepares them to shoulder future responsibilities, while also encouraging and enabling their dreams and aspirations.
An effective family office reinforces family identity and strengthens the bonds between its generations. Money alone cannot guarantee that. Enduring structure is required.
Financial Navigator has been a valuable resource to family offices for over 30 years. As such, we listen to the goals and challenges of the most successful families in the world. We understand the issues they face and how to address them. In return, they appreciate the professionalism, expertise and discretion we consistently provide.
Let our experience benefit you in establishing a new family office or improving the performance of your existing organization.
Financial Navigator can help you implement all facets of a family office. Our in-house expertise includes the following key areas:
In addition, Financial Navigator works in partnership with independent consulting experts to provide specialized guidance in the following areas: