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Family Offices
Our talented team of experienced, credentialed, and uniquely aligned professionals aspires to provide the highest level of client service.
Accurate Advisory Group is built to provide advice based on the fiduciary standard; simply to act in our clients’ best interests always. Our teams live and breathe this daily. In addition, our ownership structure provides our talent the opportunity to become equity owners in the firm, creating additional alignment and the ability to develop a firm with multigenerational vision and infrastructure.
Family Offices
Turbo Charge your Existing Family Office
- Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before
- Creative solutions and tested strategies to complement your existing family office
- Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components
Benefits and Solutions
Designed to Complement Your Family Office
Family offices are designed around the specific requirements of each family. Each one unique to itself. Accurate Family Office has created comprehensive in-house capabilities and solutions providing family offices the option to outsource specific elements.
Tap into our innovation and best practices:
We have developed tools, technology and processes to streamline middle office activities that integrate accounting, bill pay performance reporting.
By serving hundreds of multi-generational families, we have developed, executed and refined best practices that may benefit your family office
Services
Investments
Objective advice, deep research, innovative solutions and, a commitment to deliver competitive net results.
Structuring, Tax and Accounting
We will work closely with you to develop a framework around your entire wealth enterprise designed to achieve your objectives and help you preserve wealth across generations.
Contact Us
Let’s get in touch!
If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!
Please complete the form on this page and our team will contact you.
