Our family office services team specializes in providing comprehensive solutions tailored to the unique needs of high-net-worth families. Our holistic and personalized approach ensures that every aspect of your financial life is meticulously managed, securing your prosperity for generations to come.
Offering sophisticated support for complex financial needs, we focus on every aspect of your financial life, from financial planning and asset protection to philanthropic planning and family business transition. Our goal is to provide a seamless and integrated approach to managing your family's wealth.
We start by analyzing each family member's balance sheet to understand all assets. This awareness is key to identifying gaps in your overall financial plan and allows us to provide reliable guidance. With a deep understanding of your long-term goals, we offer proactive, customized advice on your portfolio and estate plan.
Click on any of the areas below to discover how Seacoast Bank's Family Office Services can help you achieve your financial goals with our expert family wealth management advisors. Contact us today to learn more about our comprehensive family wealth services and how we can support your family’s financial well-being.
Financial Planning & Cash Flow Analysis: We review your income, expenses and investments to create a comprehensive plan aligned with your long-term goals, helping you make informed decisions for financial stability and growth.
Family Business Transition Planning: Navigate you through succession complexities, ensuring a smooth transition while preserving your business's legacy and continuity.
Credit Structure Analysis: We identify optimization opportunities in your existing arrangements and restructure your credit to improve terms, reduce costs and enhance your financial strategy.
Qualified Plan Design: Provide customized plans for your family business that meet your specific needs, ensuring regulatory compliance and maximizing benefits for you and your employees.
Insurance & Asset Protection Strategies: To ensure protection of your wealth, we assess your current insurance coverage and recommend enhancements to secure comprehensive protection.
Titling of Assets: Ensure your assets are correctly titled to reflect your wishes and align with your estate plan.
Gifting to Loved Ones: Develop tax-efficient strategies for transferring wealth and structuring gifts to maximize benefits and minimize tax liabilities
Philanthropic Planning: Develop and implement charitable giving strategies, establishing foundations, donor-advised funds and other vehicles that align with your values and financial goals.
Trustees Selection: Provide you criteria and recommendations to guide you in selecting a trustee who will act in your beneficiaries' best interests.
Estate Settlement: Establish a detailed plan to address your spouse's and beneficiary's needs, minimizing conflicts and ensuring your assets are distributed according to your wishes.
The information contained herein is general in nature. It is not intended, and should not be construed, as legal, accounting, investment or tax advice.
Why Choose Us?
Contact us today to learn more about how we can help you achieve your financial goals.
