The Charter Family Office

Charter Advisory Group offers a comprehensive Financial Oversight 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.  We are not affiliated with any financial institution, ensuring that our advice and services are truly independent and objective. In this capacity, we essentially can become your Family CFO, as a fiduciary we are an advocate for our family office client families.

Single Family Office Services 

In addition to our core virtual family office services, we can assist clients in setting up their own single family office.  Our Single Family Office consulting services can provide best practices origination of your own family office, meeting your specific requirements.  We can work with other professionals to advise their clients in creating their family office.

We can also enhance the effectiveness of a family's single family office with targeted services from any of our practice areas (i.e. tax services, wealth and tax planning, investment consulting).  Charter helps family offices select service providers and advisors that meet their needs, such as money managers and tax advisor and attorney selection.  We also can provide assistance in staff searches and hiring. Through our investment practice we can perform due diligence and research on investments, including VC, PE and other alternative asset allocations as well as real estate.

Virtual Family Office Services

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 services are based on a minimum liquid wealth value (non-real estate/non-business assets), however, we can scale and customize our services to accomodate families with no minimum asset requirement under certain circumstances.

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.