360° Family Office services
The 360° Family Office is a holistic, independent approach to wealth and lifestyle management designed to fit your family's vision of success - now and for future generations.
You already have people working for you - accountants, lawyers, etc.
Need help filling the gaps or want to upgrade your team?
We jump in where you need us.
you dictate your level of engagement
Our services are designed to understand your family’s vision of success - whether it be for today, legacy planning or what may come in between.
second opinion services
JUST WANT TO TALK ABOUT WHAT’S HAPPENING NOW? WE’VE GOT YOU COVERED.
Assets under Management
WANT TO DISCUSS THE LONGEVITY OF YOUR FINANCIAL MODEL? WE CAN DO THAT TOO.
We 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 you. The 360° Family Office will be your single point of contact, supporting you and your family, in dealing with a broad range of financial and lifestyle issues.
World Class Expertise
Our national network of industry specialists is here to make your ride smoother at any level of engagement.
services you may be familiar with utilizing new approaches + execution
- Family Values & Legacy Preservation
- Wealth Protection & Privacy
- Education & Mentoring
- Next Generation & Succession
- Wealth Creation & Preservation
- Family Business & Asset Management
- Asset Allocation & Investment Strategy
- Risk Management & Control
OUR PRIORITY IS TO MAKE YOUR LIFE SUSTAINABLE AND EASY SO YOU CAN ENJOY IT.
Timothy Brown - Founder 360 Family Office
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.
Discover
The first and most important step in the process is to understand your Families short and long-term life goals. The discovery phase is intended to reveal how specific goals fit into the greater picture of your families life by organizing them by time-frame and priority.
Assess
Based on the information presented during the discovery phase, the 360° Family Office can understand what needs to be done to achieve each goal. This phase is intended to provide context around your Family's time horizon and risk tolerance.
Mapping
Your Family is presented with various scenarios to show how they can achieve their current and future goals. With the help of the 360° Family Office, your Family can then determine which option best suits your needs.
Implement
Once the financial plan has been established, the implementation phase turns that plan into reality. The components of the plan are created to ensure that it aligns with your Family's goals.
Monitor
The final step: Continuously track progress toward goals and adjust the plan, as needed, based on life changes.
COVID REDEFINED WEALTH AND SUCCESSION
COVID-19 was a wake up call. For the first time in almost 100 years, a health related crisis not only threatened our health, but wreaked financial havoc across all industries leaving the world forever changed.
HAS COVID left you feeling things about your FINANCIAL PLAN AND advisor like:
- Why does this always feel like a sales pitch?
- Why are they always unavailable when I need them?
- I’m not sure they understand who I am and how I want to live.
- Why am I paying for their mistake?
- The fees seem high given the results delivered.
Wealth is not just about money, it’s about you.