COORDINATE Your Wealth Strategies
You have a team of attorneys, accountants, and other professionals working on your behalf. But if there is not coordination between them, you may face the daunting task of managing the “big picture” of your family’s wealth. The complexity leaves you concerned about making mistakes, and you’d rather spend your time in more meaningful ways.
The SJS Multi-Family Office strives to grow, protect, and preserve your family’s wealth. On your behalf, we collaborate with your professionals to coordinate various strategies - estate, tax, accounting, legal, investment, and so on - to help simplify your life and ensure everyone is working together toward your family’s goals.
With us as your command center, you can regain the most important resource - time - and can have peace of mind knowing that your SJS team is looking out for your best interests.
Common Questions
- Does my family need multi-family office services?
- How do I preserve and protect my family’s wealth?
- How do I know if my family has the right plan in place to prepare future generations?
- How can my family prepare for the future and still enjoy life today?
- Is my family paying too much in investment management fees? Could we save by combining family assets?
- How can multi-family office services make life more enjoyable and fulfilling for my family?
How We Help
Our mission is to help you build family harmony through simplification. We start with discovering your family’s goals and concerns. We then strive to develop strategies to help keep you moving in the right direction and to preserve your family’s legacy for future generations.
We strive to free you from the burden of worrying about finances so you can stay focused on the things you care about most.
We can help you:
- Create a legacy plan to enhance your family’s lives today and for future generations
- Build a cash flow strategy that reflects your family’s income sources and expenses, as well as incorporates lifestyle goals
- Coordinate complex estate, tax, accounting, and legal strategies
Next Steps
Step 1
To get started, contact us to schedule a private consultation. We will discuss your goals and the concerns that prompted you to reach out, as well as how we may be able to help you.
Step 2
Receive recommendations. Together, we will gather your financial and investment information to complete a diagnostic of your current situation, as well as our recommendations for moving forward.
Are We a Good Fit for You?
You want to work with a financial advisory firm whose values and commitments match yours. Our multi-family advisory services are designed for clients who:
Have a minimum of $10 million in investable assets
Seek a firm who can manage the complexities of high-net-worth families across multiple disciplines
Value a team approach that combines small-town values and a major money market center experience
Appreciate a disciplined and proprietary investment process, MarketPlus Investing®, that incorporates academic and practitioner advances in portfolio design with investment experience
Seek a team that includes Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®)
Value regularly scheduled contacts with their advisor, and the encouragement to reach out for help with any financial decisions that arise
SCHEDULE A PRIVATE CONSULTATION
Let’s discuss what’s on your mind and how we may be able to help. Schedule a private consultation today. Email Andrew Schaetzke, CFP® at aschaetzke@sjsinvest.com.