Private Wealth
Our Private Client Program focuses on individuals and families looking for a personal customized solution to their family wealth. We employ advanced financial strategies to fulfill the charitable, estate, and tax planning needs of our high-net-worth clients.
PRESERVE WEALTH
Reduce market risk to lessen effects of equity selloffs and rising rates
Reduce concentrated stock risk to mitigate capital impairment
Focus on tax efficiency so clients keep more of what they earn
ENHANCE WEALTH
Offer customized solutions to specific client needs
Seek higher returns by expanding beyond public markets
Generate income to increase the stability of returns
TRANSFER WEALTH
Build connections to heirs to prepare for generational transfer
Integrate strategies that resonate with the next generation
Multi-Family Office Services
Our Private Client Program provides multi-family office services delivering an experience for families whose wealth requires far more sophistication and attention than what a typical financial advisory firm provides, at a fraction of what a single-family office costs.
Services
Four Corners Wealth Partner’s multi-family office services include both advise and operational oversight including items such as:
- Cash Flow Management and forecasting
- Bill-pay services
- Household bookkeeping and reporting
- Household payroll management
- Trust & estate management
- Family governance and education
- Trustee services
- Entity administration
- Philanthropic management
- Insurance and risk management
- Tax preparation and administration
- “Chief of staff” services
- Balance sheet organization and asset maintenance
- Comprehensive investment and balance sheet reporting
Free Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.