Family Office Services
A Holistic Approach to Managing Family Wealth Across Generations
At RKL, we believe that a family’s wealth consists of much more than just its financial assets; it is also about each of its member’s ability to thrive and flourish.
In a rapidly changing and complex world, ultra-high-net-worth families face numerous challenges to maintaining their wealth across generations. Multiple entities, trusts, investments and properties gradually evolve into a complex enterprise that becomes time consuming and difficult to manage properly.
Our Family Office services allow us to take a customized and comprehensive approach to managing wealth that will evolve as your family grows. We’ll handle the day-to-day operations of your family enterprise with the utmost care and attention, make sure nothing falls through the cracks and look for ways to advance your long-term goals.
With RKL as your personal CFO, you’ll gain peace of mind and be able to focus on what matters most – your family.
Specialized Expertise to Help Your Family Thrive
Integrated Services for Multi-Generational Wealth
Wealth Advisory Services
- Financial planning and risk management
- Integrated personal, trust and entity income tax planning
- Multi-generational wealth transfer planning
- Family governance, coaching and legacy planning
- Philanthropic strategy
- Business succession planning
Administrative & Support Services
- Trust and estate administration
- Corporate trustee services
- Financial reporting and bill pay
- Foundation management
- Family office formation and operations
- Coordinated personal trust and entity income tax compliance
Investment Management Services
- Investment management, consulting and policy development
- Private equity consulting
- Total asset allocation
- Portfolio management and risk assessment
- Management of concentrated holdings
The Right Approach Backed by the Right Expertise
RKL offers a comprehensive suite of Family Office services to manage wealth at an enterprise level across multiple generations. We’re able to handle all of the daily tasks associated with your family’s wealth and, at the same time, offer innovative solutions to achieve your long-term goals thanks to the depth and breadth of expertise possessed by our team. With our deep bench of investment strategists, estate planners, valuation experts, tax advisors, business analysts, accountants and more, we’re well-positioned to offer you the coordinated approach you seek.
Why RKL for Family Office Services?
When you entrust RKL with your family office, you can expect:
Personalized Service
We’ll start by asking big-picture questions about your needs, values and principles to define your family vision. Next, we’ll set goals and decide how to measure success for your family. Centering the process on your family vision provides greater transparency, accountability and confidence. Working with RKL means you’ll be surrounded by advisors working in unison to achieve your goals.
Holistic Family Guidance
Tending to the human element of multi-generational wealth is just as critical as tending to the financial aspects. Our credentialed advisors can help your family navigate its unique dynamics with tailored education sessions, facilitated family discussions, transition planning and more to build trust, foster healthy communication and position your family for sustainable success.
Communication & Support
Communication at all levels is critical to a highly functioning family office, so we build it into every phase and facilitate open conversations about wealth, goals and vision. We’ll explain proposed concepts and strategies in simple and clear terms to help you understand your plan. At every step of the journey, you will have opportunities to provide feedback of your current path to ensure that it is tailored to your family’s specific needs.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
