FAMILY OFFICE SERVICES
The Physician Family Office combines asset management, asset protection, estate planning, financial planning, practice management, and lifestyle management, along with many other services.
Normally, unaffiliated experts would be retained to advise you in each of these areas. Unfortunately, their separate strategies would not be coordinated. Because of this lack of coordination, their recommendations may actually conflict with each other in helping you achieve your financial goals.
Our Physician Family Office offers a team approach. Our portfolio managers, tax attorneys, accountants, and other experts act in concert to develop a single overarching strategy for your wealth management goals, and then coordinate their efforts on your behalf to maximize the strategy’s effectiveness.
See the 'PFO Services' chart on the right to view the "big picture" and select the service you wish to learn more about from the drop down menu above.