Services
Navigating Your Family’s Financial Universe with Unparalleled Expertise
SHARED FAMILY OFFICE
Performance-Based Planning & Investing
Lifestyle &
Wellness Protection
Estate Planning,
Trusts & Philanthropy
Family, Governance
& Education
Tax Strategy
& Planning
And more!
SHARED FAMILY OFFICE
Performance-Based Planning & Investing
- Quarterly Meetings
- IPS: Asset Allocation
- Risk Budget
- Tactical Tilts
- Tax-Efficient Investing
- Illiquid Assets
- Private Equity
- Venture Capital
- Rainy Day Fund & Cash Management
- Investment Real Estate
- Performance Reporting
Lifestyle & Wellness Protection
- Personal & Recreational Real Estate
- Bucket List Items
- Wellness Goals
- Concierge Doctor & Health Checkup
- Bill Pay & Record Retention
- Long Term Health Care
- Auto, Home, Life & Disability Insurance
- Umbrella Liability Coverage
- Private Aviation
- Hobbies & Collections
- Personal Identity Protection
- Home/Business Cyber Security
- Overseas Travel
Estate Planning, Trusts & Philanthropy
- Estate Planning
- Wills
- Trusts
- Wealth Transfer
- Five Wishes
- Charitable Giving
- Personal Identity Protection
- Master Password List
Family, Governance & Education
- Family Ancestry
- Legacy Planning
- Family Governance Board & Retreats
- Multi-Generational Value Set
- Next-Gen Planning: Educational Trust, Home Ownership Incentives, Vacation Home Trust
- Living Expenses: Children and Grandchildren
- Assisting Parents and Relatives
- Running for Elected Office
Tax Strategy & Planning
- Tax Coordination
- YE Review
- Closely Held Business, Partnerships and Investment Companies
- Succession Planning
- Exit Strategy Execution
- Personal (Taxable, IRA, Annuity)
- Workplace Retirement Accounts
- Benefits & Social Security
- Domicile & Residency
- Property Assessment & Homestead
And more!
At Fifth Avenue Family Office, we intertwine the art of wealth management with the science of financial growth. Our team, comprised of seasoned experts, is dedicated to guiding you through the complexities of wealth preservation and enhancement. Get in touch today!
Embark on a Journey of Legacy Building
Join Our Family
Live your life, love your family and leave your legacy.
Fifth Avenue Family Office will take care of the rest.
Connect with us to discover how we can help shape your legacy.
Performance-Based Planning & Investing
Lifestyle & Wellness Protection
Estate Planning, Trusts & Philanthropy
Tax Strategy & Planning
Family, Governance & Education
Performance-Based Planning & Investing
- Quarterly Meetings
- IPS: Asset Allocation
- Risk Budget
- Tactical Tilts
- Tax-Efficient Investing
- Illiquid Assets
- Private Equity
- Venture Capital
- Rainy Day Fund & Cash Management
- Investment Real Estate
- Performance Reporting
Estate & Legacy Planning
- Personal & Recreational Real Estate
- Bucket List Items
- Wellness Goals
- Concierge Doctor & Health Checkup
- Bill Pay & Record Retention
- Long Term Health Care
- Auto, Home, Life & Disability Insurance
- Umbrella Liability Coverage
- Private Aviation
- Hobbies & Collections
- Personal Identity Protection
- Home/Business Cyber Security
- Overseas Travel
Tax Coordination
- Estate Planning
- Wills
- Trusts
- Wealth Transfer
- Five Wishes
- Charitable Giving
- Personal Identity Protection
- Master Password List
Risk Management
- Tax Coordination
- YE Review
- Closely Held Business, Partnerships and Investment Companies
- Succession Planning
- Exit Strategy Execution
- Personal (Taxable, IRA, Annuity)
- Workplace Retirement Accounts
- Benefits & Social Security
- Domicile & Residency
- Property Assessment & Homestead
Philanthropic Support
- Family Ancestry
- Legacy Planning
- Family Governance Board & Retreats
- Multi-Generational Value Set
- Next-Gen Planning: Educational Trust, Home Ownership Incentives, Vacation Home Trust
- Living Expenses: Children and Grandchildren
- Assisting Parents and Relatives
- Running for Elected Office
Strategic Business Consulting
Our Family Governance & Education services nurture the relationship between wealth and family values.
We conduct family meetings and tailored educational programs to empower family members in wealth management. Additionally, our succession planning ensures a smooth transition of wealth stewardship to the next generation.
The more your family shares a common vision, communicates effectively and supports one another, the more effortless it becomes to reach your goals and leave your legacy. Through regular family meetings and individual attention, our family office helps your family come together in an entirely new way.
Our Approach
At Fifth Avenue Family Office, we intertwine the art of wealth management with the science of financial growth. Our team, comprised of seasoned experts, is dedicated to guiding you through the complexities of wealth preservation and enhancement.
Personalized Services: Tailored to Your Unique Story
Our suite of services, ranging from investment management to philanthropic support, is not just comprehensive but personalized. We recognize the uniqueness of each family’s story and tailor our approach to align with your specific goals and dreams.