The Charter Family Office

Charter Advisory Group offers a comprehensive solution for families of wealth by providing a full suite of advisory and support 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.

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


Services can include, but are not limited to:

  • Consolidation and oversight of family tax and financial matters¹
  • Family governance & financial literacy programs
  • Survivor Assistance Program
  • Investment Account Oversight²
    • Oversight of Existing Investments & Managers
    • Asset Allocation advice
    • SRI and Impact Investing strategies
  • Wealth Transfer Planning
  • Family Wealth Structuring
  • Trust oversight & planning
  • Philanthropic Planning
  • Private Foundation Set-up & Management
  • Bill Paying Services
  • Real Estate Oversight
  • Multi-property bill paying
  • Balance Sheet Management

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

 

 
Practice Leader: 
 
Michael S. Maglio Sr.
mmaglio@charteradvisorygroup.com
908-325-1707 - Direct