Family Office Services
OUR SERVICESFamily Office Services
Evans May Wealth’s family office services are intentionally designed for ultra-high-net-worth individuals and multi-generational families whose financial lives require highly specialized expertise and seamless coordination across investments, tax, estate planning, business interests, and family wealth. By serving as the central point of coordination for your financial life, we manage the details and bring everything together—so you can spend less time managing your wealth and more time focused on what matters most to you.
Family Office ServicesCoordinated Support for Complex Wealth
No two families are alike. Our family office services are tailored to the unique needs, priorities, and circumstances of each family, bringing together specialized expertise and resources through one highly coordinated team.
Our services include:
- Investment Management & Oversight:Customized portfolio management across public and private markets, asset allocation, manager due diligence, liquidity planning, and consolidated investment oversight.
- Advanced Tax Planning & Coordination:Proactive tax-minimization strategies integrated with investment, estate, charitable, and business decisions, including coordination with Evans May Advisory and outside tax professionals.
- Estate & Legacy Planning:Coordination with estate attorneys on trusts, gifting strategies, wealth transfer, estate-tax planning, and implementation to help preserve wealth across generations.
- Consolidated Reporting & Net Worth Oversight:A comprehensive view of investments, business interests, real estate, trusts, private investments, liabilities, and other family assets—not simply the assets managed by Evans May Wealth.
- Cash Flow, Banking & Lending:Cash management, liquidity planning, credit and lending strategies, and coordination of banking relationships.
- Risk Management & Insurance:Comprehensive review and coordination of life, property and casualty, umbrella, liability, and other specialized insurance needs.
- Philanthropic & Charitable Planning:Strategic charitable giving, donor-advised funds, private foundations, charitable trusts, and integration of philanthropy with broader tax and estate objectives.
- Family Governance & Next-Generation Planning:Family meetings, financial education for children and grandchildren, succession planning, and helping families establish a framework for responsible stewardship of wealth across generations.
- Family Financial Administration:Coordination of bill payment, bookkeeping, entity administration, document organization, tax payments, capital calls, charitable contributions, and other ongoing financial responsibilities
- Lifestyle Services:Third-party partnerships with private aviation, concierge healthcare providers, longevity clinics, and cybersecurity experts
CONTACT EVANS MAY WEALTHREADY TO START A CONVERSATION?
Every family's financial situation is distinct. Reach out to start creating a tailored plan that aligns with your goals.
