The Charter Family Office

Charter Advisory Group offers a comprehensive solution for families by providing a full suite of advisory and support services.  We offer an objective and independent voice in coordinating your other advisors and enhancing your financial well-being.

The Charter Family Office provides an aggregation of services as part of a virtual family office structure, furnishing families with a cost effective and strategic way to manage their wealth. These financial oversight services can involve coordination with your other advisors and service providers as well as direct services provided through our investment, wealth planning and tax advisory practices.

While Charter Family Office is geared towards families with $10+ million in liquid wealth (non-real estate/non-business assets), we can scale and customize our services to accomodate families with no minimum asset requirement.

Charter Family Office services are based on an annual retainer flat-fee structure (usually paid quarterly).  

Services can include, but are not limited to:

¹Tax services are offered through Charter Tax Advisory LLC.
²Investment services are offered through Charter Capital Advisors LLC.