Family Office Services
At Sound View Wealth Advisors, our work goes beyond just financial planning and investment management. We become an important part of our client’s lives and help them manage all aspects of their wealth.
Our family office solution is central to this commitment, and it’s how we deliver the personalized services that help you enjoy your wealth and build a more meaningful legacy.
The biggest asset we provide to our clients is peace of mind. Every family’s situation is unique and it is our job to uncover the blind spots and make sure we have a solution in place.”
Getting to know you and your family serves as the basis of our client relationship. It is not enough to just consider investments, it is important that we know where you are, what matters to you, and where you want to go. We help you build out a financial plan of action and then manage all aspects of that plan.See How We Plan
Our open platform gives us access to a broad universe of investment vehicles and non-proprietary research. We will determine an appropriate asset allocation, then construct a portfolio that we continually monitor, manage, and rebalance as your goals and market conditions change.See How We Invest
We work with your CPA, bookkeeper, and other tax professionals to be efficient and intentional with your tax exposure. As part of this, we conduct tax-loss harvesting throughout the year and look for opportunities to reduce your overall tax burden.
We help you organize and safeguard the key documents that make up your financial life, including wills, trust documents, and important account information.
We help define what is most important to your legacy, then provide strategic recommendations on how to give in the most efficient manner possible.
Throughout all of our work, we look for opportunities to engage and educate the next generation of wealth stewards in your family.
Ready for a family office to support your goals?
We look forward to learning more about you and your family.