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.