Family Office Services
Your Road Map to Generational Success
Your Road Map to Generational Success
We start by establishing or enhancing the infrastructure your family needs to make informed decisions, creating a solid framework for all future planning.
We partner with you and your team to learn, document and provide an easy to understand summary of all trusts, entities and flows. You can then view all of this via our industry leading platform. Whether you are setting this up from scratch or need an updated technology platform and an investment thought partner, we provide solutions.
We have lived through generational structures. Not only do we have deep experience advising and creating bespoke estate solutions, we have direct experience living with those structures over time. Sometimes the best intent can create outcomes that play out very differently than expected. We help navigate today's and future challenges.
We craft a clear road map for your future, ensuring your legacy is preserved and your family is positioned for generational success.
A clear picture of your entire net worth is paramount for making good decisions. We consolidate your financial assets into a digestible format so you understand the full scope of both financial and hard assets. Using industry leading technology, you can keep track of properties, travel, residency, philanthropy, trust structures and more.
We are intimately familiar with counseling some of the wealthiest families in moving money from one generation to the next. We have lived through it. We are mindful and deliberate in helping work toward strategic and philanthropic goals while leaving a lasting legacy, we can educate the next gen or help to structure governance transitions. We have illustrated creative and unique structures that work toward long term initiatives.
Successful families think through how all members can participate in the legacy and history of the family regardless of their chosen skill sets. Setting up clear governance models provides continuity, training and a roadmap to many types of career paths.
We are constantly searching for the best after tax outcome. Whether it is in the unique investments that we source, estate structures, or executing tried and true methods for generational transfer - we work with our clients to identify and implement these day in and day out.
A common stranded asset on UHNW balance sheets is cash. Held to the side for capital projects, capital calls, yearly growth initiatives - this erodes leverage or earnings power. Using a disciplined review and then structuring you can increase yield with very low incremental risk at minimum. We help clients identify and utilize this potential.
When streamlining bill pay services, Parallel provides regular payment review and services which can be customized to suit your needs.
Whether it is enhancing current processes or implementing new ones, Parallel provides these traditional services with regular reporting to keep your finances organized.
"We work with exceptional families delivering strategic clarity across generations with individualized advice and discretion."
Our dedicated team is ready to provide the strategic clarity and comprehensive wealth management your family deserves.
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