For over twenty-five years, many successful and distinguished families and executives nationwide have relied upon the experience and integrity of the attorneys and personnel of The Stolar Partnership LLP - and now Stolar Family Office LLC - to manage their personal business and related family matters. Our Family Office advisors offer a wide range of advisory and administrative services, including sophisticated tax and philanthropic planning and strategies, financial asset management, and multi-generational wealth preservation techniques. We provide the sophisticated advice you seek, as well as the personal service and attention you need to further your family’s goals.
It is critical to have professional advisors manage your family’s business and personal needs, yet it is often time-consuming to coordinate and manage a team of advisors. The management and growth of your family’s wealth, and the attendant concerns of current and successive generations, is a full-time job, requiring oversight of a wide range of disciplines. Our Family Office clients enjoy the convenience of central coordination of all of the family’s business needs and the opportunity to be relieved of the burden of administration, all in accordance with their unique circumstances.
The services our Family Office provides include:
Cash Flow Planning & Household Budgeting
- Cash flow management (monthly and annual budgets)
- Personal financial statements
- Day-to-day implementation of banking and brokerage financial decisions
- Day-to-day interaction with investment managers
- Bill paying
- Oversee living expenses, annual fixed costs, and investment goals
- Personal asset purchases
Tax Planning
- Income and estate tax planning
- Preparation of tax returns
- Strategic planning to accomplish long-term Family goals
- Philanthropy and charitable planning
- Private foundation administration
- Family wealth generation
Coordination With Other Advisors
- Brokers
- Financial consultants
- Insurance (life, property, casualty, medical)
- Bankers
- Accountants
- Trustees
- Legal
- Property management
Asset Reporting
- Consolidated investment and asset reporting
Our Family Office will work to ensure that your interests are protected, well-managed, and cared for with the utmost attention to detail, personal service, and discretion. We have earned the trust and confidence of our Family Office clients.
Note: Stolar Family Office LLC is a separate business from The Stolar Partnership LLP and does not practice law. Its services are separate and independent from any legal advice or other legal services provided by The Stolar Partnership to its clients. While the clients of the Stolar Family Office do not benefit from the attorney client privilege relating to work performed by the Stolar Family Office, our professionals adhere to the same high standards of confidentiality as provided by The Stolar Partnership.