FAMILY OFFICE

A business approach to the
personal life.

Planning a legacy involves laying groundwork with a business approach. A family office helps families control cash flow, support administrative needs, and execute long-term strategies.

How We Help

Family administrative needs can often become more complicated than your business. As wealth and means grow, a family’s need for planning, strategy, and reporting become a critical requirement for success. At Carter, our team of family office professionals will create a custom plan for your situation, being there every step of the way, from big to small.

Client Information Management
- Online Dashboard and Custom Reports
- Cash Flow Analysis
- Investment Performance Reports
- Investment Partnership Accounting
- Monthly Entity Accounting & Reporting
- Annual Consolidated Net Worth Statements
- Annual Status Reports Compared to Plan
- Flowcharting Family Structure
Wealth Transfer Planning
- Development of Objectives
- Legal & Tax Strategies Assistance
- Financial Modeling of Alternative Strategies
- Multi-generational Planning
- Trustee Fiduciary Services
- Estate Administration Advisory
- Life Insurance Analysis
- Collectibles Inventory, Appraisal, and Protection

Household Services
- Personal Bill Pay
- Domestic Help & Payroll
- Property Management
- Cash Flow Management & Forecasting
- Aircraft/Watercraft Management
- Private Travel Management
Family Philanthropy
- Giving Programs
- Foundation Management
- Governance & Board Development
- Strategy Implementation
- Foundation & Grant Administration
Integrated Financial Strategies
- Balance Sheet Analysis
- Integrated Tax and Income Plan Design & Implementation
- Retirement Planning
- Tax Planning