Family Services

Your Family Office

We are your team committed to assisting you in the stewardship of your legacy and your posterity through the generations in four key areas of focus.

The success of you, your legacy, your posterity, and your financial goals is measured through the years, the generations, and the philanthropy created to support your vision and unite the mission of future management.

As a multiple family office, we understand that families are challenged with complex estate planning decisions. Through our experience working with high net worth families, the Aranda Group will work with you to understand your specific needs, challenges, and opportunities.

The Aranda Group approaches the financial success of our families with the same four critical areas of financial health used for the personal financial management of our professional athlete clients. Our guiding principle of “We are your staff” prevails.

1 - Earned Income

Families are challenged with understanding intergenerational wealth transfer and the tax implications of the many complicated financial decisions they face.

From our experience working as a multiple family office for many high net worth families, professional athletes, executives, and others, the Aranda Group developed an efficient consultative process, tailoring specific wealth management, active tax management, and intergenerational wealth transfer strategies to help you achieve your personal financial monitoring needs.

2 - Expenses

High net worth individuals and families struggle to track expenses throughout their busy lives, which can jeopardize the careful balance needed between investment income and expenses to preserve healthy cash flow.

Working as your private family office team, we pay your bills to assist you with tracking and understanding your expenses.

  • By tracking your personal expenses, we can accurately project your short-term income and your long-term personal money management needs.
  • Understanding changes in your expenses will allow us to work with your personal wealth management team as needed to support the income required.

Our monthly report details your expenses while providing improved tax records.  This report saves your valuable time and energy to use elsewhere to manage your busy life and goals.

3 - Unearned Income and Investment Performance

Our team monitors and prepares a monthly report of your selected wealth management strategy. We continually update and work with you professional investment team, if necessary, to ensure that your finances are working for you well into your retirement.

Our family office team is your staff, providing you with the information and analysis to make improved decisions.  The goal of our personal office management is to provide the financial security to allow you to enjoy your life just as you choose.

More information about our team see Your Staff page.

4 - Protection and Security of your Assets

We understand that you likely have many goals for your assets. We assist in building strategies so these goals are not competing, but are complementary – executed and monitored as part of your complete financial and estate plan and wealth transfer strategy.

Our team assists you and your professional team to conduct a complete estate analysis to build your comprehensive financial and estate plan. We monitor your selected wealth management strategy and work with your investment team to assess your risk level to help ensure that your investment equity isn’t eroded, protecting you, your family, and your philanthropic efforts.

Don't Be Shy. Get In Touch.

Let’s connect and have a conversation about your personal financial needs.