Family Office

Lucid Vesper offers the experience and technology to address the complexities of managing and sustaining wealth. By applying our proven methodology, we help clients stay on track toward stated goals and adjust to tax law changes, the economic environment, or personal circumstances. Just as important, our strict internal controls ensure that we proactively monitor our client’s wealth and mitigate future risks.

What’s included

Many families consider a family office as a way to meet their financial needs, to provide greater control over their wealth and to handle their affairs. Since every family has its own unique set of requirements, there are as many types of family offices as there are families. Some provide basic administrative support while others oversee the management of investments and coordinate all of the family's financial and lifestyle needs.

Once the family office is established, it is likely to serve multiple generations, across which there may be a range of different needs that require various wealth management strategies. A well-run family office successfully integrates these strategies to ensure that they support the goals of the family as a whole.

We specialize in handling the financial affairs of high-net-worth individuals and entrepreneurs within many fields. We work for our clients on a continuous year-round basis, handling all routine financial affairs, including receipt of income, bills payment, and bookkeeping, as well as all extraordinary financial issues which may arise. We assist our clients in the areas of cash flow planning, tax planning, goals-setting, retirement planning, and estate planning. We are an integral part of a client's professional team which may include an agent, personal manager, investment advisors, and attorneys of various specialties.

Family office services offered include but are not limited to:

o Estate Planning

o Financial Planning

o Family Business Management

o Business Succession Planning

o Prenuptial Agreement

o Divorce and Support Issues