“Great things in business are never done by one person. They’re done by a team of people.”
– Steve Jobs
A family office is a private wealth management firm designed to serve ultra-high-net-worth individuals and their families, offering a comprehensive, tailored approach to managing wealth, investments, tax strategies, estate planning, and even philanthropy. Think of it as a personal CFO for your family’s financial empire—ensuring your hard-earned assets are protected, optimized, and passed down efficiently. For business owners, a family office is especially valuable because it provides strategic financial oversight, integrates personal and business wealth planning, and helps navigate complex tax and succession planning issues. Instead of juggling multiple advisors and financial concerns, a family office acts as a one-stop financial command center, allowing business owners to focus on growth while ensuring their wealth works for them—now and for generations to come.
Your Proactive
Planning Team
We work hand-in-hand with your CPA and estate planning attorney to form a proactive planning team designed to help you reach your goals. Together, we ensure that every angle of your financial future is taken care of with expert advice and seamless coordination.
Your Virtual
Family Office
Through our extensive network of specialists, we provide you access to a complete Virtual Family Office. No matter your needs, we’ve got you covered with a tailored, comprehensive approach.
No CPA or Estate Planning Attorney?
If you don’t currently have a CPA or estate planning attorney, don't worry. We have trusted partners in both fields and can introduce you to qualified professionals who align with your needs.
A True Family Office Experience
With over 65+ specialists , we offer comprehensive wealth management that integrates investments, tax strategies, estate planning, business efficiency, and more—so every financial decision works in your best interest .
Beyond Stocks & Bonds – Smarter, More Efficient Investing
We don’t just plug you into the same mutual funds or ETFs as everyone else. Our investment strategies incorporate alternative investments , options and other advanced strategies designed to enhance returns while reducing risk —a smarter way to build long-term wealth.
A Customized, Hands-On Approach
We dig deep into your finances and business operations to uncover ways to increase efficiency, free up your time, reduce taxes, and grow your wealth . Whether it’s restructuring a business, optimizing cash flow, or maximizing retirement strategies, we craft solutions tailored to your specific needs.
Unmatched Experience & Expertise
With a leadership team boasting over 55 years of combined experience , plus the specialized knowledge of our hand-selected experts , you get a level of insight and strategy that most firms simply can’t match .
The Power of Knowledge = More Wealth, Less Stress
Our clients experience a transformation in the way they view their wealth. We educate you on powerful strategies that are designed to help you with:
- Growing your business and optimizing your cash flow
- Freeing up your time by making your finances work more efficiently.
- Minimizing taxes legally and strategically.
No Pressure,
No Surprises –
Just Value
Our Areas of Focus
These are the areas we excel in.
- Business Growth Consultants
- Fractional CFOs
- Sales Tactics Coach
- Leadership and Office Culture Experts
- Certified Business Valuation
- Business Exit Planning
- Advanced Tax Planning
- Advanced Estate Planning
- Sell Side M&A
- ESOP Experts
- Business Financing Specialist
- Project Financing Specialist
- Cost Remediation Specialist
- Property Tax Reduction and Economic Incentive Specialist
- Employee Benefits
- P&C Insurance
- Cost Segregation
- Leveraged Deductions
- Premium Financed Life Insurance
- 1031 Exchanges, DST & Opportunity Zone Funds
- Charitable Gift Financing
- R&D Tax Credits
- 179D (Green Appraisal) Deductions
- Structured Ownership Program
- Captive Insurance Companies
- Private Reinsurance
- Disability Insurance
- Long Term Care
- Life Insurance
- Merchant Processing
Frequently Asked Questions
Here are answers to some of our most common questions. Can't find what you're looking for? Feel free to contact us.
- What is a Fiduciary? A fiduciary is a professional entrusted to manage assets or wealth while always putting the client’s best interest first. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients before and during the advisory engagement. Fiduciaries will also adopt a code of ethics and fully disclose how they are compensated. BY law, they must act solely in the best interest of their clients. Speak with one of our Fiduciary Financial Advisors
- Can You Work With My Existing CPA or Attorney? Absolutely! We frequently collaborate with CPAs, estate attorneys, and other professionals to ensure your financial plan is fully integrated. However, if you don’t have a trusted professional in certain areas, our Virtual Family Office provides access to top specialists in: Learn More
- How Can I Get Started With AWM? Getting started is simple! Schedule a consultation, and we’ll discuss your financial goals, challenges, and the best strategies for your situation. Whether you’re looking for investment guidance, retirement planning, or comprehensive wealth management, we’ll create a personalized plan to help you move forward with confidence. Contact us today to take the first step! Schedule your consultation today
How Can We Help You?
With over 65 years of experience, Assurance Wealth Management offers tailored solutions for retirement planning, tax optimization, and investment management. Contact us today to secure your financial future.