Benefits for Families


Family Office Model

In today’s complex world of multiple specialized advisors, coordinating an advisory team is more difficult and confusing than ever.  Most families would not think of acting as a “General Contractor” when building a house.  However, most family leaders still interface alone with each advisory team member in building their family wealth future. 

Until recently, such advisory coordination on behalf of the family was only available to those families who could afford a family office staff dedicated to the task.  Superior Planning is a pioneer in the new arena of providing families with family office aggregation, oversight, synchronization and facilitation at an affordable price, all the while utilizing your existing advisory team members.

A family office is not a replacement for productive advisors and long-term trusted relationships.  On the contrary, it is an enhancement that liberates these highly effective specialists to focus on their areas of specialization while improving collaboration and productivity among the group.

Just as the very super rich expect significant returns on the investments in their family offices, you should expect the same from yours. Some potential benefits include:

Clarity – Discussing your desired results in an objective, big-picture context beforehand with an experienced facilitator helps you discover, crystallize and communicate your vision and purpose to your advisory team members.

Saves Time – A family office that knows who you are, what you want and how to speak the language of your advisory team members can interact in an efficient, timely manner.

Saves Money – An experienced family office team, capable of communicating with all the various specialists, in their language, can dramatically reduce unnecessary fees and costs.

Better Results – A synchronized team of specialists, collaborating in an organized manner, builds upon the individual strengths of each member. Such synergy has proven to be the most effective method available to solve complex problems and develop creative alternatives.

More Fun – Our clients tell us they like doing things this way. It gives them a feeling of control and understanding that moving from specialist to specialist lacks. When faced with clearer choices, the good and bad choices are more obvious leading to more confident, less stressful decision making.

Having an advocate, a firm made up of dedicated, experienced professionals, working closely together on your behalf is a new, easier and more productive way to plan for and realize your vision of your financial future.