Family Offices
Families require a wealth advisory team that has the deep expertise across the financial disciplines.
Your Brightworth team provides the necessary facilitation between you and your other advisors including your CPA, insurance agents, business and estate attorneys to coordinate and report on the family’s complex ownership structures.
Processes are set up to take care of family payments, including taxes and other bill paying needs. Financial entities are easily monitored and reported on so a consolidated and individual family member view of your wealth and finances is available as needed.
Performance reporting is benchmarked and done at the portfolio, asset class and individual manager level to ensure accountability and transparency throughout the relationship.
