Family Office

Northeast Wealth Management replicates family office services for folks who may not have the investable assets or who might not be able to afford the costs and fees associated with the traditional “Family Office” model.

We are known for helping our clients in the following ways:

  • By minimizing loss of wealth due to significant market downturns, excessive capital gains taxes, or wealth transfer taxes, as well as from the potential frivolous and/or fraudulent lawsuits that come from being a wealthy target.
  • By restoring your time.  Too often, professionals are hired when the metaphorical house is on fire.  Often that professional is the wrong fit, and the fire gets bigger.  We do our due diligence for and with you in an effort to prevent the fire in the first place, by learning about your current financial situation, goals and addressing any latent fears regarding money and wealth management.
  • By providing this service with the utmost privacy and discretion.  Nobody will know we have a working relationship with you and your identifying information will not be shared with an outside list service—ever!
  • Many of our clients are business owners.  We specialize in succession transition and exit planning. We work with family businesses to make transitions effective. We help with governance of the business. Many employees are interested in potential equity in the business. We assist you to ascertain if granting  equity is an effective or desirable transaction.

 

If you have any questions, please do not hesitate to reach out to us at 781-356-2969.