What is the AFS Family Office?
AFS Family Office was developed to serve a private group of affluent families who desire a broad array of holistic financial services tailored to their specific needs, with central management, oversight, and stewardship from a trusted advisor. 
Structured to attain flat world synergies, the AFS hub opens a single point of access to best in class talents and fresh ideas from a trusted network of independent experts.
• We are multi-licensed, multi-disciplined, yet independent of any national brand affiliation that often stands between best financial advice and your needs.
The AFS holistic process is proactive and “all in.” We touch upon all areas of your financial life - reviewing, monitoring, educating, advising, and coordinating your family’s wealth management. We uncover the goals that lie beneath the surface of money and wealth to reveal what really drives you. And together, we structure an Actionable Plan correlated to your goals - and measured by your own personal benchmarks.
• We embrace lifelong relationships to monitor your progress, reconnoiter to meet dynamic circumstances, and keep you on track.
• Our solid guidance filters the outside “noise” which is the relentless rival of your financial plan.
Here is a sampling of what your family’s whole life wealth management package might include:
• Development of Family Mission statement
• Educational workshops cultivating financial literacy for family members
• Review asset titling to properly align legal transfers to your estate plan
• Cash flow analysis and management, goal budgeting - risk management, asset protection - income tax planning and preparation - business planning (including evaluation of business deals and business succession strategies) retirement planning - investment planning - wealth distribution and wealth transfer - personal accounting services, and cohesive overall management of financial affairs
• Risk analysis and management:
- Independent review of your property and casualty coverage and titling to analyze exposures, competitive premiums, and carrier’s stability
- Analyze risks of longevity v. premature death, short term and long term health risks, and protection of your continued ability to earn income
- Consideration of asset protection vulnerabilities
AFS Family Office clients receive 24/7 secure access to their investment reports, tax returns, and permanent financial documents through the AFS secure website. |
