Family Offices

RIAsAdvisors in TransitionInstitutional InvestorsFamily OfficesInsurance Agents

The solution for your family office.

Our platform and suite of financial products give GeoWealth the ability to serve high-net-worth families and create advanced and custom solutions for those who prefer to be more hands-on with their money. We are well-suited to handle the unique complexities a family office experiences.

Features

1

Families have the ability to work with our portfolio managers

to create investment management solutions tailored exclusively for their family office

2

Unified Managed Household (UMH) platform

allows for an optimal, consolidated approach in accomplishing your financial goals, reducing number of accounts and transaction costs

3

Sophisticated rebalance engine

allows for seamless and efficient management of your household portfolios

4

Reports and performance monitoring

tailored to your specific needs

5

Support for “your own” back office

– account opening, service requests, etc.