For families of significant wealth (investment assets of $20 million or more), it can be burdensome to manage a collection of financial and investment managers, bankers and accountants, among others. A family office is a single business that plans, executes and manages all of a family’s financial affairs. The best family offices act as a family’s most trusted financial advisor, focused on protecting and preserving family wealth over multiple generations.
SimonBaker&Partners, LLC (SB&P) , is a SEC-registered, multi-family office that can help you manage your wealth more strategically. SB&P provides personal, hands-on service that you won’t find from the typical financial advisor. As a fee-only advisor, SB&P is focused exclusively on your family’s interests rather than on selling any particular financial product or service.
For more information, visit SimonBaker&Partners.