360° Family Office has been developed to support the sophisticated and demanding lifestyles of high performance individuals and families.
Unfortunately, many “financial advisors” and “brokers” are not fiduciaries, and thus, not obligated to act in the best interests of clients. Life isn’t always predictable – you need modern strategies and tactics working for you and always with your best interest in mind.
Our services are designed to understand your family’s vision of success - for today and future generations - you dictate the level of engagement.
Just want to talk about what’s happening now? We’ve got you covered.
Want to discuss the longevity of your financial model? We can do that too.
360° Family Office is a holistic, independent approach to wealth and lifestyle management.
The Family Office can bring together your existing team and resources, or help fill the gaps with professionals at the top of their respective fields, each working in a fiduciary capacity for your family.
360° will be your single point of contact, supporting you and your family in dealing with a broad range of financial and lifestyle issues.
OUR PRIORITY IS TO MAKE YOUR LIFE EASIER AND MORE PROFITABLE SO YOU CAN ENJOY IT.