Is Your Legacy
Protected or Prey?
Virtual Family Office Services for Sustainable and Prosperous Lifestyles
Beyond Wealth Management
360° Family Office is a new approach to wealth and lifestyle management.
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.
“Overall, the family office model is proving superior to other versions of wealth management.”
RUSS PRINCE
It All Starts With a Plan
Our services are designed to understand your family’s vision of success - for today and future generations - you dictate the level of engagement.
“The achievements of an organization are the results of the combined effort of each individual.”
VINCE LOMBARDI
Who We Are
Your Guide to New Ideas and Execution
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.
It's about more than money
Everyone wants to take care of your money.
Who is taking care of you?
The Family Office Approach
Serving YOUR Family's Vision of Success
360 Degrees of Resources
You might already have people working for you - accountants, lawyers, etc. No problem.
Need help filling the gaps or want to upgrade your team? No problem either.
We aren't here to reinvent the wheel, just to make the ride smoother with our resource network of industry specialists.
one size does not fit all
You need more time, resources and the proper team to help you avoid the bad apples and get a personalized approach, just for you.
Life Transition Experts
life happens. we're here for you when it does.
RETIREMENT
BUSINESS SALE
JOB CHANGE
MARRIAGE
LEGAL ISSUES
CHILDREN
DIVORCE
COLLEGE
