A “family office” is traditionally created by ultra-wealth families to ensure the continuation of the families’ financial success.  With a dedicated staff and office space, few can afford the luxury.

However, you can have the next best thing….family office style services from Paradigm Financial Advisors.

We bring together all the same services:

• Full-service wealth planning and management, including comprehensive financial planning, investment management, estate planning, and tax planning.
• Our primary focus is safeguarding and conservatively growing your family’s resources
• Includes charitable giving and legacy planning
• Plus unlimited assistance with any financial decisions or research needed

Our clients are also able to take advantage of the seamless access to our in-house estate planning attorneys and our CPAs.

Controlling Risk and Emphasizing Tax-Efficiency

Taxes can have a significant impact on everything you do, but few families have the benefit of a CPA and investment manager working together on their behalf.  You get that with our team, so we can emphasize tax-efficiency.  This keeps your money working harder for you.

It’s also critical to manage risk as your wealth grows.  We’ll help identify and manage all types of risks to your wealth:

• Protecting personal assets from business creditors
• Addressing family business issues and challenges
• Helping keep assets within your family in case of divorce
• Effective diversification across all assets, not just stocks

Instead of simply focusing on growth, we’ll help you protect what you’ve built and emphasize tax-efficient strategies to achieve growth with less risk.

Strategy and Implementation

Because you’ll have an attorney on your team, you’re not left with implementation headaches.  Once we have your approval on strategy, we take care of all that.

That way you can get things implemented faster, and more importantly, done correctly the first time.