One team for every dimension.
Concierge financial administration, generational governance, and consolidated reporting, for families whose wealth has become its own institution.
The family's office
We act as the family's office: coordinating bill pay, household payroll, insurance renewals, staff payroll, and the dozens of small obligations that compound if neglected. Centralizing them with one office means one calendar, one paper trail, and one team accountable for the follow-through.
A shared language for wealth
We facilitate family meetings, founder-to-next-gen education, and the governance structures that turn an inheritance into a continuation: regular meetings with an agenda, education that starts before the money arrives, and written agreements about how decisions get made when the founder is no longer in the room.
One number, one picture
Consolidated reporting across every account, custodian, and entity, so the family principal sees one number, and every advisor sees the same picture, on one cadence instead of three or four statements that never quite reconcile.
What’s included.
- Bill pay and cash-flow management
- Household payroll and staff onboarding
- Insurance renewal coordination
- Family meeting facilitation and next-generation financial education
- Trustee selection and advisory boards
- Consolidated multi-custodian reporting
- Tax-lot and basis tracking, shared with your attorney and CPA
How it works.
Centralize the obligations
Bill pay, payroll, and renewals across every entity live on one calendar you can see.
Build the governance
Family meetings, next-generation education, and written decision frameworks turn an inheritance into a continuation.
Consolidate the reporting
Every account, entity, and property rolls into one picture, shared with your attorney and CPA.
Answers from the practice.
What does family office service include?
Concierge financial coordination (bill pay, household payroll, and insurance renewals), generational governance work such as family meetings and next-generation education, and consolidated reporting across every custodian, account, and entity the family holds.
Who typically uses family office services?
Families whose obligations span multiple entities, properties, or staff, where the coordination itself, not any single task, has outgrown what one household can track alone.
Is family office service right for my situation?
It fits families whose accounts span several custodians and entities, whose administrative load has outgrown the time available for it, or who want the next generation prepared for wealth before it arrives. A first conversation is how we find out: observations are shared, decisions stay yours.
What happens after I reach out about family office services?
We start with a conversation about what the household juggles today: bills, payroll, renewals, accounts, and family governance. We review what's already in place and lay out whether and how the practice can help carry the rest.
Coordinate with the rest of the firm.
Financial Planning
A working model of where you are today and where you intend to be, revisited on a set cadence, not filed away after the first meeting.
Estate PlanningEstate Planning
Trusts and wills coordination, wealth transfer, and charitable planning with estate counsel.
AccountingAccounting
Forward-looking tax planning, federal and state returns, and entity structuring.
Talk through family office services.
An introductory conversation is the easiest way to learn whether 755 Financial is the right fit.
Schedule a Conversation