Family Office Services

Overview

TanglewoodWe have developed a Family Office Services group for qualified investors such as yourself, to provide the consummate level of support in guiding you and your family through the multi-faceted aspects of your financial life.

Family Offices trace their lineage back to the Roman major domus (head of the house) and the medieval major-domo (chief steward). The modern Family Office began to take shape in the mid-19th century, with the development of private banks and trust companies formed to help the Industrial Revolution’s entrepreneurs manage their wealth. Their charge was—and still is—to protect their particular family’s investments and assets for both current and subsequent generations.

At Congress Wealth Management our in-depth knowledge of emerging challenges and opportunities in the global marketplace has allowed us to develop an unparalleled service approach to best support the needs of our most complex clients. This service model was crafted to exceed existing levels of service in this space; where superior responsiveness, flexibility, accuracy and portability are considered the standard. This exclusive, integrated approach to managing our relationship with you and your family allows us to consider all aspects of each issue, helping you achieve your investment, cash flow, wealth transfer, tax and retirement objectives.

Existing Family Office Clients may login to the Family Office Portal here. 

 

Snapshot of Family Office               Services

At Congress Wealth Management, LLC all of our client services are performed with professionalism, confidentiality, expertise, and integrity. It is important to note that most of our Family Office clients are referrals from existing Family Office Clients who value our role in the management of their financial situations.

Sample Services Include:
  • Personal Accounting and Net Worth Reporting
  • Bill Paying and Expense Reporting
  • Budgeting and Cash Flow Planning
  • Tax Planning and Coordination
  • Investment and Balance Sheet Administration
  • Trust and Estate Administration
  • Lifestyle Management

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