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As a family builds wealth, the more complex the needs become for preserving, managing and using the wealth.
Ultimately, there comes a tipping point when their needs exceed their capabilities and they begin searching for support through a tax company, local broker or insurance agent.
While this can ease some of the growing pains, this approach is often short lived without an experienced facilitator to support the collaboration amongst the professionals.
The solution is a Family Office.
A family office is a team of professionals assembled by a wealthy family to manage and facilitate their financial business.
The team’s primary function is to facilitate and support the family by coordinating information, growing wealth and protecting their interests.
Due to the absorbent payroll cost and complexities around maintaining such a team, Family Offices are necessarily reserved for the ultra-wealthy.
This is problematic for those who find themselves needing help but are unable to justify the cost of having their own Family Office.
The remedy for this is a multifamily office or Virtual Family Office. This program brings the family office model to those select families who complete our prescreening process and who qualify to receive this level of care and support.
Through our Virtual Family Office, our team fills the role of the family’s facilitator to help identify the needs of the family, develop strategies to meet their goals and collaborate with existing professionals (or will assemble a team) on the client’s behalf to coordinate their wealth management needs.
At its core, the teams are comprised of a relationship facilitator who gathers and collaborates with the tax, investment, insurance, legal and other professionals whose expertise may be required.
You’ve worked hard to build your family’s wealth but on its own, it is not self perpetuating. Retirement and other cash needs can erode the wealth over time without strategic planning. And statistically, family wealth erodes within just two to three generations due to poor planning. In order to prevent this from happening to your family’s wealth, a team of professionals is required to help grow and sustain the wealth for future generations.
There is a tremendous advantage to having a team of professionals who are working together to create a seamless approach to help you Build, Preserve and Utilize Your Wealth.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS.
The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in place.
Skrobonja Financial Group, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer, and no statement made on this site shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained here in provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements. “Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner other than number of votes. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client’s experience and is not indicative of future performance.
