Families succeed when they work together.

Studies show fewer than 30 percent of families successfully sustain wealth beyond the third generation. What do the successful families have in common? An intentional effort to manage their wealth as a family enterprise.

Bartlett advisors lead and coordinate your advisory team, sharing our collective expertise to tackle your unique challenges. Our family office wealth management services are designed to cohesively coordinate your family’s affairs into a unified vision for wealth and well-being.

Family Office Services

INVESTMENT

  • Portfolio Strategy

  • Manager Selection

  • Aggregation & Consolidated Reporting

STRATEGY

  • Estate & Wealth Transfer

  • Business & Financial Advice

  • Tax Planning

LEGACY

  • Philanthropy

  • Family Meetings & Communication

  • Stewardship Education

GOVERNANCE

  • Family Mission & Charter

  • Recordkeeping

  • Risk Management Strategies

Family Office Services at Bartlett

Successful families of multi-generational wealth are organized. Using aggregation and consolidated reporting, we compile all family assets and liabilities into one clear and current picture of overall wealth. Bartlett’s investment manager selection and portfolio strategies are aligned with each family member’s personal finances as well as collective family goals.

Families achieve peace of mind with Bartlett’s proactive, comprehensive strategies for tax, estate, wealth transfer, and charitable planning—services that are customized for each family member.

Our advisors have experience developing a family charter, mission, and vision. We’ll help you convey the purpose of your family’s wealth, based on your unique and changing needs. We can also assist you in developing a governance structure related to cash management, recordkeeping, and risk-management strategies.

Financial literacy education is an important part of any long-term multigenerational wealth strategy. From facilitating family meetings to bringing in professionals to educate on specific topics, Bartlett provides strategies for engaging stewardship in future generations.

Similarly, families need sound advice for managing philanthropy. We help families pinpoint appropriate giving strategies, evaluate charitable organizations, and clarify specific IRS guidelines. Our advisors can facilitate family conversations around charitable giving as a way to share values and build a long-lasting legacy.

Customize your wealth solution and empower your family.

Grow your legacy

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