Multi-Family Office Services

At Members' Wealth, we coordinate your investment, tax, legal, and estate demands through our unique approach.  Our goal is to preserve and grow your wealth to endure over time, while thoughtfully evolving your strategy to suit an ever-changing world.

The Members' Wealth Approach

At Members’ Wealth we develop, implement, and execute custom planning and investment strategies, rooted in finance and law, enhanced with behavioral analysis and fine-tuned to each individual, family or business need. 

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Your Plan Must Evolve

Almost all life events bring new financial risks and opportunities, so you need a financial plan that evolves.

Planning is not a point in time but an iterative process. Our process begins by taking a holistic approach to personal finance.

Our advisors construct a blueprint for your financial plan that becomes the basis of the relationship with our firm.

Discovery begins with an interview between you and Members' Wealth so we can gather the information needed to establish an understanding regarding your:

  • Investment Objectives
  • Risk Tolerance
  • Cash Flow Demands
  • Tax Situation
  • Family Estate Objectives

Planning is indispensable. The details of a projection which are designed years in advance are often incorrect, but the planning process demands the thorough exploration of options and contingencies. The knowledge gained during this probing is crucial to the selection of appropriate actions as future events unfold.

  • Investment Policy Statement
  • Tax Plan
  • Cash Flow Plan
  • Estate Plan
  • Asset Protection Review and Plan

A plan is only as good as its execution. Once the plan is established and agreed upon, Members' wealth will execute, implement and administer your plan toward your goals. 

  • Set Time Lines
  • Trade
  • Analyze
  • Aggregate
  • Report

Regular review meetings will prepare you to evolve your plan to maximize efficacy and to keep up with your ever changing life.

  • Performance Reporting Feedback
  • Rebalancing
  • Tax-Loss Harvesting
  • Asset Location Review
  • Estate Plan Review

Comprehensive Planning

The details of a plan which are designed years in advance are often incorrect, but the planning process demands the thorough exploration of options and contingencies.

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Financial Planning

Comprehensive financial planning is holistic. It is about more than money. A comprehensive financial plan is built around your core values.
Financial Planning
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Business Planning

Business Planning  must consider the needs of the founders, partners and entrepreneurs.
Business Planning
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Estate Planning

Estate planning should capture your families estate plan philosophy and work to pass assets tax efficiently, avoid probate, protect you and your heirs, and bring comfort to your family.
Estate Planning
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Tax Planning

Tax planning is all about being proactive. Tax planning is not a once a year event each April but rather a coordinated effort amongst all of your financial professionals to maximize tax efficiency.
Tax Planning
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Family Wealth
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Trust & Legacy
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Charity & Philanthropy
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Family Governance

Comprehensive Management

We develop, implement, and execute custom strategies, rooted in finance and law, enhanced with behavioral analysis and fine-tuned to each individual Member's needs. 

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Investment Management

Custom investment management designed to help you achieve your goals from traditional stocks and bonds, to risk mitigating options strategies, we help you build a portfolio that is right for you that not only accounts for your goals and risk tolerances but also for tax efficiency.
Investment Management
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Risk Management

Risk Management is a comprehensive analysis of potential risks and liabilities and is often overlooked by investors as they focus on the growth side of investment management. Wealth creation is one thing, wealth preservation is an entirely different skill set.
Risk Management
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Asset Location

Optimization of investment location  is easily one of the most overlooked opportunities for improving tax efficiency and asset protection.
Asset Location
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Asset Protection

Asset Protection incorporates detailed insurance review, titling of assets and planning and creditor protection analysis.
Asset Protection
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Concierge Services
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Accountability
3
Administration
4
Financial Education

Reinvent the way You Experience
Wealth Management

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Our Founding Members were determined to build a firm that puts service before all else.
Who We Are
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Our financial advisors have decades of experience serving a variety of individual and corporate clients.
Who We Serve
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