Family Office Services

At Burkett Asset Management, we work alongside or help coordinate each client’s team of professional advisors to deliver a comprehensive suite of services for high-net-worth clients and their families. As a family-owned and operated portfolio management firm, we have a first-hand perspective on the intricacies involved in the transition of wealth and business from one generation to the next. We use our expertise to address the needs of our clients by translating complexity into value, with the preservation of wealth of paramount importance.

Family Office clients have a minimum of $5 million in investable assets.


Integrated service for family offices

The close proximity of our investment management firm to our separate tax and accounting practice provides a seamless solution to our client’s financial needs.

We assign a lead relationship manager to each client. Charged with delivering excellent client service, these individuals are responsible for coordinating all of our services on behalf of each family. This integrated approach means clients receive a seamless service, encompassing both accounting and investment-related aspects of their assets.

Our family office services include:

  • Development of overall investment plan governed by a customized investment policy statement
  • Coordination of in-house investment management with outside specialist managers or passive index-linked strategies where appropriate
  • Tailored financial planning that includes ongoing tax compliance and planning
  • Wealth transfer advice and business succession planning
  • Trust and estate planning

Our Approach

We take an integrated approach to wealth management needs.

Our Approach

Get In Touch

If you think we can help you with your investment needs, please get in touch with us today.

Get In Touch