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.

Your story is unique, and so is our approach to helping you write its next chapters.

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.