The Foster Victor Family Office engagement redefines financial planning so Ultra-High Net Worth (UHNW) families can build on their success and leave a legacy for their families and communities.
WHY CHOOSE A FAMILY OFFICE?
Successful families have unique opportunities, and with that comes responsibility and complexity. They need solutions that go beyond typical wealth management. Some families form a Single Family Office (SFO), a team that is employed by the family to handle all their financial affairs. This is costly and time-consuming to find, hire, and keep the right personnel.
What if you could have a team with comprehensive expertise and pool your resources with other families to lower the cost, all without the headache of building the team from scratch? That’s where a Multi-Family Office (MFO) comes in. A Multi-Family Office provides comprehensive financial services to UHNW families.
WHY FOSTER VICTOR?
Expertise in Best Practices for Families of Wealth
We are hyper-focused on this area, our team, research, and processes are all geared to set the standard for MFO service. We are constantly working to be up-to-date on best practices, as well as exploring new avenues for growth and service for our clients. Our Family Office engagement provides an in-house tax, legal, and investment team. Additionally, our integrated partners provide family bill pay, a digital family office, asset protection strategies, etc.
Increased Investment Opportunities
With aggregated resources, we offer bespoke investments to the UHNW families working with the Foster Victor Family Office.
Focus on Family Communication, Coordination, and Legacy
Many UHNW families are multi-generational, so our Family Office includes family governance and education, charitable giving and philanthropy strategy, and estate planning.
Execution, Execution, Execution
We have built a team of the best and brightest and have the depth and breadth to be able to execute across your entire financial picture. A strategic plan without execution is simply a waste of time. Our entire firm is geared toward execution.