Family Office Difference
The sophisticated needs of your family demand a custom solution.
If you've seen one family office, you've seen one family office. No two are alike.
3 Drivers
of a High-Performing Family Office
HUMAN ELEMENT
COHESIVE TEAM
SYSTEMATIC PROCESS
This is about you and your needs are not just monetary.
As a fiduciary, we are aligned with your interests always and no commissions of any type are ever an option.
We focus on the specific needs of the entire family tree and delivering comprehensive turn key solutions for concierge services, planning, charitable giving advice, and other lifestyle services formerly unique to high net worth individuals.
360° Family Office Model
360° Virtual Family Office is the new model for protection and prosperity
360° FAMILY OFFICE KEYSTONES
At the heart of the 360° Family Office are four pillars for success.
Fiduciary
Engagements
Personalization
Transparency
Execution & Management
We are fiduciaries. We are regulated. We are insured.
Only one rule, everything must be in your family’s best interest.
Receiving commissions violates fiduciary responsibility.
360° Family Office Investment Philosophy
The first component of investment success is to have an investment philosophy.
Decision making in difficult, volatile times requires a proven approach that can be counted on.
WE ARE LONG-TERM INVESTORS, NOT SPECULATORS OR TRADERS.
The 360° Family Office investment philosophy is based on Five Nobel Prize in Economics.
Opinions, conjecture and speculation are never included. Investing in markets (Stocks, Bonds, Real Estate, Cash), not Managers, is an academically proven path to long term out-performance (i.e. Dimensional & Vanguard).