Family Office
Simplify & Clarify
![Family Office](https://www.stlouistrust.com/wp-content/uploads/2021/09/210827-STL-Trust-Stills0776_cropped-960x640.jpg)
The Highest Level of Service
We serve a limited number of families to ensure that every client receives customized advice and exemplary service.
Strategy & Coordination
We understand the inherent complexity of multi-generational wealth and provide the essential strategy, coordination and administration to manage it well. We serve as a single point of contact for all areas of a client’s financial affairs, coordinating with other advisors such as attorneys, accountants, bankers, investment managers and insurance agents while delivering customized advice and personalized service to meet our clients’ goals.
![Family Office Graphic](https://www.stlouistrust.com/wp-content/uploads/2021/07/stltrust_family_office_illustration-956x960.jpg)
Cash Flow Management
- Optimize cash planning and management
- Prepare historical and forward-looking cash flow analysis
- Coordinate wires and other money movement
Estate Planning
- Identify planning opportunities
- Formulate and implement planning strategies with attorneys
- Manage trust and entity administration
Tax Planning
- Analyze tax issues and opportunities
- Develop planning strategies with accountants
- Gather and organize tax documents and arrange tax payments
Risk Management
- Evaluate/recommend asset protection strategies
- Analyze property and casualty insurance coverage
- Analyze life insurance analysis and consulting
Family Strategy & Governance
- Organize and lead family meetings
- Educate current and next generations on investments, trusts, budgeting, etc.
- Facilitate creation of governance for co-owned family real estate and businesses
Philanthropy
- Optimize charitable entity selection (charitable trust, private foundation, donor advised fund)
- Summarize and track charitable gifts and grants
- Negotiate multi-year gifts with charities
- Proffer strategic philanthropy consulting and advice
Other
- Assist in real estate purchases and financing
- Consult on private aircraft
- Maintain electronic inventory of documents and records
- Provide bill payment services