Single Family Office Support

Expert Extension

Single Family Office Support
A “Plug & Play” Partner

Let us bring our extensive experience in serving families with substantial wealth and complex financial affairs to support your in-house team.

Bringing depth to your team

As families and their wealth grow, in-house single-family office teams are asked to take on more responsibilities and duties. We respect the relationship between families and their single family offices and only want to enhance the services they can provide, while allowing them to continue providing their families with the best service and customized advice. We’ll customize our role to fit the needs of the overall team.

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  • Reporting & Recordkeeping
    • Provide customized reports created exclusively for families with significant wealth
    • Aggregate data from multiple custodians and entities for all-inclusive consolidated balance sheet reports
    • Monitor and report on both liquid and non-liquid assets
  • Risk Management
    • Evaluate/provide asset-protection planning strategies
    • Perform cyber-security review and analysis
  • Family Education, Support & Administration
    • Facilitate family education meetings
    • Support administrative needs, including bill payment and household employee sourcing
  • Corporate Trustee & Trustee Support Services
    • Serve as trustee 
    • Assist clients with their fiduciary duties
  • Investment Management & Support
    • Offer a wide range of investment management services, from being a fully-outsourced CIO to merely being a sounding board for various investment opportunities
    • Help minimize the “controllable” factors that negatively affect investment returns
  • Planning Expertise (Tax, Legal, Charitable)
    • Actively maintain collaborative partnership with existing client advisors 
    • Develop, coordinate, and administer tax, estate and charitable planning strategies

Forbes
Family Office

How to Decide What Your Family Office Should Outsource

For any family with $100 million or more in assets, managing those assets can be a full-time job. Ultra-wealthy families typically have dozens of trusts and partnerships, and an array of investments that require oversight and performance reporting. They also need sophisticated cash flow and liquidity management, not to mention extensive tax, estate, and philanthropic planning.
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Family Office

Valuable Advice for New Graduates – Practical and Life Lessons

It is hard to believe it is that time of year again. The next class of high school and college seniors will soon don their caps and gowns and embark on the next chapter of their lives. That said, it is the opportune time to impart our best advice for these two groups of graduates. The following lists include both practical suggestions in the areas of career and finances, as well as general words of wisdom we would offer younger versions of ourselves given what we have learned over the years.
Michael Small
Michael SmallExecutive Vice President and CFO
Family Office

Equifax Data Breach

On September 7, 2017, Equifax disclosed the discovery of a network intrusion that occurred on July 29, 2017 in which hackers potentially accessed sensitive information for 143 million Americans. Equifax is one of the three largest American consumer credit reporting agencies, along with Experian and TransUnion, maintaining information on over 800 million consumers worldwide. Equifax likely maintains your information if you have...
Zach Leeds, CPA
Zach Leeds, CPAPrincipal