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Family Office Services Overview

Learn about the different service modules that are processed in Family Office Services

Family Office Services Requests enable users to submit high-touch, specialized service requests on behalf of clients and their families. These services include integrated financial planning, will preparation, and tax return preparation tailored to each client’s needs.

Financial Planning

The Financial Planning service request is used when a client wants to receive a comprehensive financial plan. This request ensures that clients receive personalized guidance to meet their financial goals across all life stages.

What is included in Financial Planning

Clients can access financial planning through the following service:

  • Comprehensive Financial Plan (Conquest) – A customized financial roadmap created using Conquest, an advanced planning software that helps visualize goals and model strategies. The plan covers areas such as budgeting, retirement planning, investment strategy, insurance needs, estate planning, and more.

Will Preparation

The Will Preparation service request is used when a client wants to prepare formal legal documents for estate planning. This ensures that the client’s wishes are clearly documented and compliant with applicable laws.

What are the different types of Will Preparation Plans

Clients can choose from the following will preparation options:

  • Individual Plan – Will preparation services tailored for a single individual.

  • Family Plan – Will preparation services for multiple family members under a combined offering.

Tax Preparation

The Tax Preparation service request is used when a client wants to file their personal tax returns. This ensures that the return is accurate, compliant, and optimized for the client's situation.

What are the different types of Tax Preparation Services

Clients can request tax filing for:

  • Tax Returns – Annual tax return preparation for any given tax year.

Tip: Navigating Family Office Service Requests 

  • Within each section of this article detailing the various request types, you will find links that provide further insights into each request.
  • By clicking these links, you can explore additional information about the request methods, step-by-step guides, service standards, and frequently asked questions.
  • Whenever you encounter a link within an article, it will direct you to additional resources for more comprehensive learning.