Strategic planning of wealth management according to the Client’s goals, expected and unexpected life events, resources and risk preferences.
Integrated planning is usually the first step when clients start working with a family office. Strategic planning of wealth management is done according to the Client’s goals, expected and unexpected life events, resources and risk preferences.
TAO works with the family and their advisors in specific disciplines, such as tax, legal, insurance and investments. We identify priority issues, create a plan and develop solutions together to meet the family’s objectives.
TAO’s breadth and depth of experience in all key financial disciplines makes us uniquely positioned to pull all the pieces of the puzzle together.
Our role is also to identify areas requiring specific external expertise and then involve and work with those professionals as needed. In a sense, we act as a ‘general contractor’ on behalf of the family.
Integrated planning is usually the first step when clients start working with a family office. Strategic planning of wealth management is done according to the Client’s goals, expected and unexpected life events, resources and risk preferences.
TAO works with the family and their advisors in specific disciplines, such as tax, legal, insurance and investments. We identify priority issues, create a plan and develop solutions together to meet the family’s objectives.
TAO’s breadth and depth of experience in all key financial disciplines makes us uniquely positioned to pull all the pieces of the puzzle together.
Our role is also to identify areas requiring specific external expertise and then involve and work with those professionals as needed. In a sense, we act as a ‘general contractor’ on behalf of the family.