If you are interested in having a family office setup to more holistically manage your wealth we can help you create a solution that caters to your priorities and goals. Our team here at Centimillionaire Advisors, LLC starts by conducting an initial needs-analysis to better understand what you are looking for in a family office solution.   After that analysis is completed, we use that information to help you formalize your family office with a family charter and compass which will guide your wealth management strategy and inform your activities.  

We also evaluate your current advisors and services to ensure that you have access to best-in-class services, consolidated reporting, full-time staff (as needed), and operational processes that will support the long-term goals of your family office.