Family Office Services
As seasoned professionals, we coordinate and administer the myriad of financial and operational affairs for individuals, families, and self-directed personal trusts and estates, which include, but are not limited to:
- Fiduciary appointments only made in the name of F. Jordan Earle, individually
- Serve as Personal Chief Financial Officer (CFO)
- Pay recurring bills
- Cash management and budgeting
- Files: Organize and document
- Distributions: Review, document, and administer distributions of income and principal
- Work with client’s financial advisors to review investment objective to include asset allocation and quality
- Real estate: Assist in managing personal residence and investment real estate maintenance, repairs, and improvements
- Contracts: Review contracts and agreements
- Estate planning: Communicate with legal counsel to keep informed of any life changes critical to keeping one’s estate plan current
- Retirement: Coordinate with advisor investments, distributions, tax efficiency
- Charitable giving: Assist in lifetime and post mortem strategies. Effect grantor’s intentions
- Income tax administration: Ensure tax professionals receive organized tax documents to accurately and timely file applicable returns as well as remit any tax payments due
- Property insurance: Review all policy premiums and coverage adequacy in consult with your agent to address potential exposures
- Life insurance: In consultation with your agent, review both type and adequacy
- Health insurance: In consultation with agent, review both type and adequacy
- Social security benefits
- Family meetings: Organize and facilitate
- Geriatric care: Work with care specialists to assess needs and develop care plan
- Data aggregation from banks and custodians
- Other tasks as requested by the client (Within the scope of industry standard duties)