Multi Family Office Services

Our Multi-Family Office services cater to the unique financial needs of Affluent Legacy Families, Founders & Entrepreneurs, HNW & UHNW Individuals, Investors, Professional Athletes, and Visionaries & Innovators. Our team specializes in the development of legacy wealth, offering an expansive range of wealth management services to address the diverse financial situations of our discerning clientele.

From meticulously managing public market assets to providing exclusive access to private market opportunities, including venture capital and real estate, our comprehensive services extend to retirement accounts, business transactions, tax strategy, and charitable giving. We pride ourselves on delivering bespoke options tailored to the specific wealth management needs of each client segment.

Our team, in collaboration with our preferred family office partners, combines deep market knowledge with meticulous attention to detail, creating personalized investment portfolios that optimize potential returns and mitigate risks. We recognize that directing the financial affairs of a wealthy family parallels running a business, and our multi-family office services are designed to provide the right organizational structure, systems, skilled personnel, and comprehensive reporting and analytics.

For Affluent Legacy Families, Founders & Entrepreneurs, HNW & UHNW Individuals, Investors, Professional Athletes, and Visionaries & Innovators, our multi-family office services offer both advice and operational oversight. This includes essential components such as cash flow management, bill-pay services, household bookkeeping and reporting, trust & estate management, family governance and education, philanthropic management, tax preparation, and administration, among others.

At Three Seasons Wealth, we redefine the multi-family office experience, delivering sophistication and attention that goes beyond the offerings of a typical financial advisory firm, all at a fraction of the cost associated with a true single-family office. Experience a level of service that aligns with your unique financial journey and aspirations.

Our multi family office services include items such as:

Insurance and risk management
Tax preparation and administration
“Chief of staff” services
Balance sheet organization and asset maintenance
Comprehensive investment and balance sheet reporting
Cash Flow Management and forecasting
Bill-pay services
Household bookkeeping and reporting
Household payroll management
Trust & estate management
Family governance and education
Trustee services
Entity administration
Philanthropic management

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