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:

  • Consolidation and oversight of family tax and financial matters¹
  • Family governance & financial literacy programs
  • Survivor Assistance Program
  • Trustee and Executor Support Services
  • Intergenerational Tax and Financial Continuity services
  • Investment Account Oversight²
    • Investment Strategy and Implementation
    • Oversight of Existing Investments & Managers
    • Asset Allocation guidance
    • Investment Policy formulation
  • Alternative Investment counsel and review
    • Including Private Equity, Hedge Fund & Real Estate
  • Financial Modeling and Analysis
  • Wealth Transfer Planning
  • Family Wealth Structuring
  • Family Holding Company Set-up and Management
  • Art and Antiquities Secured Monetization Solutions
  • 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.

 

    The Charter Family Office LLC

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