Back Office SUpport

Many families feel that they would benefit by establishing a family office. The office would be a place to consolidate investment and financial information, negotiate discounted rates on behalf of a single family unit, provide tax compliance and bill paying services. Often, families have neglected to take into account all costs associated with the family office i.e., rent, salaries, taxes, benefits, equipment and technology. It soon becomes clear that the office can be costing more than the benefits. Additionally, many family offices will buy expensive software and pay large fees for customization only to learn that they still cannot access the information that they need to make informed decisions. Anchin Wealth Management LLC can help by satisfying your many needs and passing along volume savings to you.

We can help you with:

• Online Investment Information - to provide the information that you want, when you want and the ability of controlling access to other family members
• Bill Paying and Payroll Services - to streamline and simplify payments
• Negotiated Discounts for the Family as a Unit - investment services including
  custody and management, as well as insurance
• Information Reporting - maintain books and records for the family while providing specialized reports tailored to the family member's needs
• Personal/Concierge services - to handle those other items that are important to you and your family.
• Family Continuity and Education - to provide advice on governance issues,
  participate on boards, hold family meetings to provide education on various topics