Family Office Services

Every family is unique. That is why our services are tailored to your needs. By utilizing the services of skilled and highly experienced family office service professionals, high net worth families can achieve improved financial management and receive valuable guidance in a cost-effective manner.

Financial Freedom

Sassetti provides wealthy families access to a collaborative network of specialized professionals, giving families peace of mind coupled with financial and administrative freedom. Sassetti provides high net worth families a host of services ranging from bill paying and lifestyle management to philanthropic giving and succession planning. A dedicated account leader works closely with each client to develop a personalized plan that is tailored to each family’s unique needs.

Ensuring Wealth Preservation Across Generations

It is estimated that 70% of wealthy families will lose their wealth by the second generation and 90% will lose it by the third. We work with your unique family to create a higher level of transparency to ensure you know where your money is going and develop forecasting models to help maintain your wealth for generations.

Specialized Support

As market trends, regulatory oversight, tax policy and fiduciary requirements evolve, preserving and growing family wealth has become increasingly byzantine. Managing a family office requires specialized tax, accounting and investment support. From a fully outsourced CIO to a select services approach, Sassetti can deliver sophisticated insight.

Every Family Office Has
Different Aspirations

We have the distinctive knowledge to navigate the intricacies of your family regardless of size or generation. Whether it’s streamlining administrative tasks for your family, preserving wealth for children, or simply meeting all compliance obligations, we can fine-tune a plan that will help you meet those personal and business objectives.

How We Serve

Estate and Trust
Planning

We can advise on tax planning strategies and ensure you are in compliance with all filing requirements.

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Individual Tax
Planning

We support each member of the family with their personal tax planning strategies and execution.

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Business Tax
Strategy

If your business is an important piece of your family wealth we will help ensure that is also taken care of.

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Lifestyle
Management

We help manage your lives so you can truly enjoy your wealth. This can include bill payment, budgeting, and planning.

Gift Tax Planning/
Returns

We can advise on gifting strategies and ensure timely filing of returns.

Succession Planning

This could include generational ownership transition and other mergers and acquisitions.

Generational Wealth
Resources and Coaching

We can provide resources through the BDO Alliance and financial coaching for future generations.

Philanthropy

We can help manage your personal giving strategies and provide support to family foundations.

Coordination with
Outside Advisors

We will work with your investment advisors and attorneys to ensure all of your financial needs are being met.

Transition & Exit Strategies

Changes to a business and its stakeholders require proper due diligence and strategic planning. At some point in your business’s life cycle, a transfer in ownership is inevitable. Our team at Sassetti can help prepare you for what’s ahead by navigating a sale or ownership transition with over 70 years of experience doing so.

Meet The Experts

Our team members have spent a lot of time problem-solving for a variety of industries. Their expertise is unmatched and they are driven and excited about new challenges.