Managing the financial affairs of families with significant means is a highly customized and challenging endeavor, requiring the coordination of multiple professionals and the integration of complex planning strategies. Yet we believe the most valuable and fundamental issue in the selection of a family office provider is the extent to which a family feels that its advisory firm shares its values and principles.
Grace Legacy Capital approaches the family office client from the perspective of legacy. We address the needs of families who desire multi-generational benefits and goals from the wealth accumulated by the family.
Multi-generational wealth management introduces complexity, time horizons spanning decades and family members of increasingly disparate backgrounds, common experiences, aligned goals, and family identify.
Managing multi-generational wealth certainly has its challenges; but it also represents the ultimate in family legacy. Read more to find out how we can help.