Family Office Pillars

Family Office Pillars

We design our Engagement Letters based on the dynamic needs of our family office clients. Depending on the complexities and priorities, we tailor the way we will work together, along with goals and deliverables, around Five Pillars: Planning, Administration, Asset Management, Legacy Planning, and Business Advisory.

Planning

Planning engagements help entrepreneurs and families manage their wealth by showing them what is possible, probable, and achievable. We work alongside your other key advisors to align your priorities around these areas:

  • Financial Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Coordination of External Advisors

Administration

One of the most time-consuming burdens individuals and families face comes from managing all the moving parts of the daily processes. It commands time, attention and resources that you may feel could be better spent elsewhere. Our family office handles reporting and maintenance on a tactical level keeping you informed of the global view.

  • Consolidated Reporting
  • Monthly Entity Accounting
  • Recordkeeping
  • Cash Flow and Cash Management
  • Payroll Services & Bill Pay
three people around a table discussing Balentine's investment services

Asset Management

Our Engagement Letter clients benefit from our asset management advice whether or not we manage the assets. While we can and do manage assets, we also work with your existing advisors to ensure alignment and diligence. This includes orchestrated oversight around:

  • Asset Allocation and Tactical Rebalancing
  • Manager Search and Selection
  • Performance Measurement
  • Private Capital Fund Analysis
  • Direct Investment Due Diligence

Wealth & Legacy

Regardless of any towering success a client may have achieved in business, philanthropy, or wealth creation, many still grapple with how to create meaningful dialogue with those closest to them. Our sincere hope is to help our clients reach new levels of alignment, authenticity, trust, and transparency with loved ones, and to support families as their wealth and unique definition of “legacy” evolve.

  • Family Mission and Values
  • Family Governance
  • Education of Children
  • Philanthropic Mission and Impact
  • Philanthropic Structure and Governance

Business Advisory

Businesses face incredible challenges and owners face difficult decisions when navigating the arc of a business. As entrepreneurs and business owners ourselves, we understand the heavy weight on your shoulders as you consider what is next for your business. We work with business owner clients to offer honest, experienced and valuable counsel through the many transitions through and beyond owning a business.

  • Evaluating Capital Structure
  • Internal Succession Planning
  • External Succession Planning

Ready for a conversation?

As each of our client relationships are unique, it all begins with a conversation to learn about your family, business and situation. If you are ready to take that first step, we invite you to contact us.

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