Substantial wealth requires highly personal solutions. Our professionals understand the challenges of significant wealth and offer custom-tailored services designed to fit each family's unique needs and preferences.
Our relationship with wealth creators and their families is about managing a lifestyle and helping build a lasting legacy. Our primary goal is to help our clients by offering relevant and innovative services to simplify the management of complex financial affairs.
The Arc Family Office principal works closely with the family, their financial advisor, and other professional advisors to seamlessly implement a comprehensive strategy that positions them to achieve their personal and financial goals.
Our senior professionals hold CPA, CFP, and Enrolled Agent (EA) designations, with considerable experience anticipating and meeting the needs of elite families.
Investment planning and asset allocation tailored to risk tolerance and financial goals. Help diversifying across asset classes to optimize returns and manage risk.
Retirement strategy, education funding, liquidity planning, and long-term goal coordination — all delivered with the family's full picture in view.
Strategies to minimize tax liabilities through efficient tax planning, deductions, credits, and estate structuring that supports the smooth transfer of wealth.
Insurance review covering disability, illness, life, and liability — plus strategies to mitigate broader legal and financial exposures.
Assistance with personal and lifestyle needs — travel planning, property management oversight, and household staffing coordination.
Guidance on charitable giving strategies and philanthropic endeavors that align with family values and tax objectives.
The day-to-day work that keeps your financial life running — done well, done quietly, done on time.
Below are indicative service packages used by our family office clients. Final pricing depends on complexity, asset base, and the scope of services engaged.
For families with growing complexity who need a coordinated starting point.
For HNW individuals and families with endorsement-style income, multi-state exposure, and active financial lives.
For families with complex income, multiple properties, and expansive professional teams.
Schedule a confidential conversation with an Arc Family Office principal.
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