Family Office Services

We conduct regularly scheduled strategic reviews encompassing Investments, Tax, Business, Legal and Trust & Estate. Our founder is directly available on a timely basis to discuss any matter of importance to the family.

Investment strategies, research and foundational investment concepts are presented with clear explanations in plain language. Further, we utilize our experience guest lecturing undergraduate and graduate business students to provide investment, financial and business education across generations.

We execute multi-generational investment management consistent with each family’s long-term objectives. Our institutional discipline is documented in a comprehensive Investment Policy Statement. We employ the Essential Partners Integrated Wealth Allocation Framework synthesizing Personal, Diversification and Tactical principles.

The Essential Partners investment platform provides access, sources and diligences private investment opportunities including private funds, co-investments and direct investments. Our twenty years of direct investing experience rooted in complex financial situations allows us to analyze any investment brought to the family from any source.

We coordinate with our network of CPAs or your CPA to execute strategic tax planning and preparation. Our strategic planning seeks to mitigate taxes by optimizing across Investments, Assets, Business and Estate.

Our cash flow planning, financial forecasting and scenario analysis provides insights as well as a framework for financial decision making. Family and entity financial statements are available to simplify and report on your financial life. The Essential Partners advisory network is available for services related to business transactions or lending services.

We provide attorney recommendations and coordinate planning with our network of trust & estate attorneys. Our best practices approach integrates attorneys into our annual review process to monitor financial and personal events that could warrant changes to estate planning.

We create interactive trust & estate visualizations to map your entire estate plan and estate tax calculations. Our visualizations interactively link estate planning entities to asset values and beneficiaries while creating a quantitative and entity-based estate plan balance sheet.