Family Office

The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.

"There is no security on this earth, there is only opportunity"

~Douglas MacArthur
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.

Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.

Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies.

Family Office services include, for example:

Contact us

to learn more about our Family Office services.