Family Office

Beyond Wealth Management: Advanced Services

At Plancorp, we partner deeply with generations of our clients’ families to ensure they’re able to pursue their passions without the complexity of their wealth as a limiting factor.

We proudly offer the financial planning and investment management services you’d expect from a Registered Investment Advisor, as well as bespoke solutions for high net worth families outlined below to augment your abilities without the need to hire staff.

Bring us your most pressing financial concerns, we’ll deliver peace of mind.

CTA

Financial Infrastructure & Oversight

Infrastructure: Centralized real-time visibility into your financial and estate structures.
Personal Back-Office Support: Bill pay, mail forwarding, bookkeeping and reporting.
Account Deep Dives: We uncover what’s been forgotten; from IRAs and remnant accounts to lagging tax filing.
Outside Investment Oversight: We’re ready to help vet, track, and monitor private investments.
Advanced Income Tax Planning: In addition to regular projections, we manage tax compliance processes, can make estimated tax payments on behalf of clients, and monitor and track their elections.
Complex Insurance Review: Coverage is critical. Our review identifies any gaps, duplication, or timing concerns.

Philanthropy & Impact

Generational & Legacy Planning

Generational Roadmaps: Our team works with every generation of your family in tandem with tailored solutions for each, including mapping your vision into a reality.
Family Meetings: We’ll facilitate structured, legacy-focused conversations to align values and vision.
Wealth Transfer Strategy: With our deep knowledge on estate strategies, families with taxable estates can rest easier knowing more of their wealth can stay in the family with responsible oversight.
Intra-Family Lending & Trusts: Comprehensive design and management of complex vehicles.

Professional Proxy Services

Be more places with Plancorp as your proxy. We’re happy to speak on your behalf with attorneys, accountants, and advisors to make sure your vision is represented where you need.
From reviewing old tax returns to attending key meetings with you, consider our team available to be a second set of eyes and ears as you navigate decisions big and small.
Identifying and vetting corporate trustees can be time consuming. We happily work alongside our clients to streamline the process and ask high impact questions we’ve seen identify great talent.

Your Team

Plancorp’s family office is comprised of members from our entire organization. You’ll have access to CPAs, attorneys, bankers, and other professionals that will work with you on the specifics of your generational wealth.