Family Office Services

Wealth management services for families designed to help them thrive.

Anyone within a multigenerational family knows how complicated life can be even in the best of times and over the (seemingly) simplest of issues. Inject wealth into the picture, and family dynamics can take on a whole new vibe, not to mention a whole new challenge.

At Threshold Group, our custom wealth management services for families  are designed with multiple generations in mind to meet their complex and changing financial needs. Our combination of traditional family office services, specialized needs support, financial and investment advisory services, tax and estate planning, and philanthropic guidance not only helps relieve administrative burdens, but also helps your family thrive.

Wealth management for families all starts with an understanding. And we get that by listening to your requirements, priorities, and objectives. Then we design a customized package of relevant and cost-effective services that is uniquely programmed with your needs and goals in mind.

Our guidance goes beyond traditional planning and asset allocation charts. We’re immersed, engaged, and committed to finding solutions that help fortify your family even through the most complex of issues and times.

Family Office Services
  • Family office administration
  • Investment advisory
  • Personal financial planning
  • Estate planning
  • Philanthropic planning
  • Private wealth education