Family Office Services
Refined Solutions.
Thoughtful Execution.
Personal Care.
Tailored support for every facet of your financial life—and beyond.
More than four decades ago, we were founded on a simple belief: financial planning should be personal, not transactional. From how we’re structured to how we serve, that belief still drives everything we do. We’re built on trust, rooted in lasting relationships, and guided by integrity—with an unwavering commitment to go further, listen closer, and deliver more than expected at every step.
What sets our Family Office Services apart?
Concierge-Level Support
Your experience is at the center of everything we do. We deliver attentive, highly personalized service, where no request is too small and every detail is managed with care—allowing you to focus on what matters most.
Strategic Oversight
We coordinate the various elements of your financial life by integrating your advisors, strategies, and decisions to help ensure your plan is executed with consistency and continuity.
Confidentiality
Your privacy is foundational. We protect your personal and financial information with the utmost discretion, adhering to regulatory standards and honoring the trust you place in us.
Specialized Expertise
Our team brings advanced technical knowledge and practical experience across disciplines. This depth enables us to guide your planning with informed perspective, sound judgment, and thoughtful execution.
Rooted in Care
We lead with empathy and look for ways to go beyond expectations—because your trust is personal, and so is our commitment.
How We Help
A Sample of Our Services
From foundational planning to strategic, high-touch services, we offer a comprehensive approach customized to meet the full scope of your unique financial life.
Core Services
Tax Planning
Education Planning
Estate Planning
Investment Management
Insurance & Risk Management
Expanded Services
Legacy Building & Inheritance Planning
We help align your wealth with your values and refine your strategies as priorities evolve—providing an approach that reflects what matters most to you and supports a lasting impact across generations.
Family Financial Planning & Counseling
We help create space for meaningful conversations—guiding families through complex decisions and fostering alignment across generations.
Business & Succession Planning
From expansion to ownership transition, we help integrate strategic, legal, and tax considerations into a coordinated plan designed to support continuity, liquidity, and legacy goals.
Life-Transition Guidance
During life’s pivotal moments—retirement, relocation, divorce, or the passing of a loved one—we offer clear, steady guidance to help you move forward with confidence and peace of mind.
and more…
Our Family Office Services are best suited for individuals and families with multifaceted financial lives or a minimum of $3 million in investable assets—where the depth and breadth of our offering can provide the greatest value.
For those who may not meet this threshold but still seek comprehensive support, we offer another advisory model that delivers many of the foundational elements of our Family Office Services, tailored to fit a different stage of wealth and complexity. Learn more about our Welch Investments model.
We will start with a conversation to better understand your goals, values, and unique circumstances. Once we both decide to move forward, we will match you with a personalized team that will begin designing a strategy tailored specifically to your financial situation. Explore our full process here.