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Family Office Services
Built for Multi-Generational Needs
A Boutique Approach to Family Office Services
Family office services are best suited for families with growing complexity across assets, entities, and responsibilities. This often includes multiple generations, evolving family dynamics, and financial affairs that benefit from coordinated oversight and continuity.
The services are about bringing organization and continuity to the financial and administrative details that come with significant wealth. For wealthy families, these responsibilities grow over time and extend beyond investment management alone.
In addition to our financial planning and wealth management work, we offer family office support designed to simplify day-to-day financial administration and coordination. This includes helping manage and pay expenses, organizing financial information, and working alongside your professional advisors so nothing operates in isolation.
Our approach is intentionally boutique. We focus on providing clear reporting, thoughtful coordination, family financial education, and support for philanthropic efforts, all delivered in a way that reflects your family’s structure and long-term intentions.
For individuals and affluent families with complex financial lives, organization matters. This work focuses on bringing structure and visibility to financial affairs, allowing day-to-day details to be handled efficiently and ensuring information is easily accessible when decisions need to be made.
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Document Storage & Management
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Bill Payment & Expense Management
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Cash Flow Planning & Budgeting
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Personalized Financial Statements
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Organization & Consolidation of Tax Documents
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Clear reporting is essential when managing complex financial lives. Our reporting services are designed to bring important information together in one place, helping you understand your financial position and maintain better oversight across accounts and assets.
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Account Aggregation
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Consolidated Performance Reporting
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Cash Flow & Budgeting
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Private Client Portal
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Effective family office services often involve multiple professionals. We help coordinate communication and planning among your existing advisors so decisions are aligned and nothing operates in isolation. This collaboration supports clarity, consistency, and better outcomes across your financial and personal affairs.
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Banking
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Attorneys
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Real Estate
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Accountants
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Insurance Agents
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Custodians
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Helping family members develop confidence and understanding around finances is an important part of long-term wealth stewardship. Education looks different for every family and often evolves across generations, life stages, and responsibilities.
Our approach supports clear communication and practical learning, so family members can engage more thoughtfully with financial decisions over time.
Education meetings
Education meetings are designed to build financial understanding and encourage open dialogue. These sessions are tailored to the needs of each family and may involve collaboration with professional advisors.
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Finance & wealth literacy
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Communicating wealth
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Professional advisors
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Financial planning
Values meetings
Values meetings focus on the principles and priorities that guide financial decisions. These conversations help families articulate shared goals and provide structure for future planning.
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Engaging family youth
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Mission statement
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Philanthropy
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Goal setting
Family governance
As families grow and financial complexity increases, clear governance helps support continuity and consistency. Family governance focuses on how decisions are made, how responsibilities are shared, and how differences are addressed constructively.
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Family member involvement
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Decision-making processes
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Resolving differences
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One of the meaningful opportunities that wealth can provide is the ability to give with intention. Philanthropic planning helps families align charitable efforts with their values and long-term goals.
We work with families to bring structure and clarity to giving strategies, helping ensure charitable decisions are effective and sustainable over time.
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Articulating a mission statement
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Identifying organizations and initiatives that reflect your interests
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Developing strategies to support tax efficiency where appropriate
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Determining how much to give and which assets to use
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Maximizing charitable impact
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Designing a long-term philanthropic approach
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Providing ongoing guidance as goals evolve
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There are many ways to structure charitable giving, and the right approach depends on your goals, values, and financial situation. We help families explore available options and understand how different strategies may fit within a broader philanthropic and wealth management plan.
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Direct gifts to charities
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Donor-advised funds
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Charitable remainder trusts
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Charitable lead trusts
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Private foundations
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Supporting organizations
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Family office support often extends beyond financial matters. Drawing on years of experience and established relationships with outside providers, One Charles offers lifestyle and concierge services designed to help manage personal details with discretion and care. These services are tailored to each client and coordinated as part of a broader family office relationship.
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Restaurant reservations, including access to hard-to-secure venues
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Travel planning, including private travel arrangements
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Securing preferred seating for shows, concerts, and sporting events
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Research and sourcing of specialty or meaningful gifts
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Evaluation of club and resort memberships
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Assistance with unconventional purchases such as aircraft or yachts
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Coordination of car services, chauffeurs, or boat captains as needed
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Family Office Wealth Management
Family office relationships are built to evolve. As financial situations change and responsibilities shift across generations, our role is to provide steady coordination, clear information, and ongoing support that helps families manage complexity with confidence.
Whether supporting an existing family office or serving as an outsourced family office solution, we focus on long-term continuity, discretion, and greater control across the many details involved in managing family wealth.
