Family Office Services

Ensuring that your family office services are set up and maintained properly can be a complex and multifaceted undertaking. It requires a great deal of careful planning and consideration of numerous factors, such as investment oversight, financial reporting, cybersecurity, and legacy planning. It can also involve difficult and important family decisions.

If you’re feeling overwhelmed or unsure about how to proceed, don’t worry – you’re not alone. Thankfully, the experienced and dedicated family office advisory professionals at Nova Wealth Management are here to help. With our expertise in this field, we can help you navigate these concerns and more, providing you with the tools you need to make informed decisions and secure your financial legacy for your loved ones.

No matter where you are located in the U.S., we are ready and willing to assist you with your family office needs. Contact us today to learn more about how we can help you achieve your financial goals and protect your family’s future.

Family Office Services You Can Count On

Family office services at Nova Wealth Management centralize the management of tax and financial affairs for individuals, including high net worth families. Applying a collaborative approach to everything we do, the Nova Wealth Management team has the global capabilities and resources required for numerous financial or tax matters.

Nova Wealth Management will ensure you have responsive and timely access to any member of our professional team when you need us. You can trust us for the following family office services:

  • Planning services: Our team of fiduciary financial advisors will help you find planning and investment opportunities as unique as your family foundation.
  • Charitable giving advice: The professionals at Nova Wealth Management believe philanthropy is ideal for fostering continuity among generations and strengthening family ties. We emphasize focused and effective multi-generational charity that mobilizes all family members behind a common cause.
  • Concierge services: Our professionals act as a personal concierge for families by streamlining business affairs, conducting background checks on business and personal staff, as well as providing travel planning and fulfillment, aircraft and yacht management and personal security for home and travel.
  • Advisement on confiscatory estate taxes and complex estate laws: Our advisors can help you create an estate plan to protect your family’s assets effectively. An estate plan helps minimize wait times for disbursement, preserve your assets’ value and ensure your legacy is carried out the way you envision.
  • Assistance with family or business concerns: Our team will help you put a comprehensive wealth transfer plan into place that considers all facets of your family’s wealth.
  • Family education: We help instill family values to minimize intergenerational conflicts and educate family members on financial matters. Our team will ensure your family’s wealth transfer plan is optimized and well-coordinated for its legacy desires.

Find an Advisor to Help You Achieve Your Financial Goals

The financial advisors at Nova Wealth Management provide family office business and family office planning services that will help you consider the best path forward given your family’s objectives. We want you to feel confident in your financial future, putting investing and financial planning first to ensure you see results.

When you choose to work with our fiduciary financial advisors, you’ll be entrusting your financial future to professionals who take on the responsibility of acting with utmost honesty and integrity.

If you’re ready to be matched with an advisor who will help you achieve your financial goals throughout the United States, get started with a free consultation today.

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