Family Office

Affluent individuals need wealth management services that encompass a wide range of services to assist them achieve their business, as well as personal and family financial goals. At Byron Financial, we help families design their own, customized private family office tailored to their short and long-term objectives.  Our clients benefit from a suite of services without the expense of a traditional family office but with the same privacy and customization. We can:

  • Manage your many investment, charitable, financial reporting and wealth management responsibilities.
  • Analyze tax and governance considerations to protect your family legacy.
  • Coordinate and integrate with external advisors in order to have a comprehensive financial picture all in one place.
  • Provide financial education for younger generations and assist with family communication.
  • Make available administrative services and back-office solutions including bill pay, cash flow management, record keeping, legal referrals, etc.