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Family Office

With multi-generational wealth comes a certain level of complexity. We’ll help simplify your financial life, so you and your family can focus on what is most important to you.

As a Plancorp client, you will have access to our entire organization, including the wisdom and experience of CPAs, attorneys, bankers and other professionals. Depending on your situation and goals, we’ll pull in specific team members to advise on your plan.

We employ the following strategies and services (as well as others).

  • Tax Coordination and Planning
  • Trust and Estate Planning Strategy
  • Family Education, Mission and Governance
  • Investment Management
  • Customized Net Worth and Investment Performance Reporting
  • Budget and Cash Management (including Bill Pay)
  • Accounting Services for Family Entities and Private Foundations

This is your legacy, and you should feel secure about the way it is carried out. Our hope is by taking care of these details, we’ll free up your time for the things that matter most to you.



Contact us today to learn how we can help.
smiles infographic SOURCE: 70% of wealthy families lose their wealth by the second generation; Time.com, http://time.com/money/3925308/rich-families-lose-wealth/

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