Generally, our Family Office clients have at least 20 million dollars in investable assets. In addition to all the services available to our Wealth Management clients, Daintree’s Family Office clients receive a dedicated Family Office Services Team which provides operational support, transparency, and superior service.

Integrated Services and Advice

  • Cash management and client bill pay services
  • Capital calls and distributions
  • Household staff management
  • Income tax projections
  • Balance sheet creation

Family Meetings

  • Multi-generational conversations
  • Discussions around family history, core values, and mission
  • Family retreats focused on wealth and generational concerns
  • A chance to step back and “see the forest”
  • Ongoing investment oversight
  • Adherence to investment policy
  • Performance measurement/consolidated reporting
  • Manager evaluation

Centralized Organization of Client Information

  • Online vault for family documents
  • Tax documents
  • Estate planning documents
  • Investment statements
  • Multiple asset documents (real estate, marine, aviation, artwork)

Coordination of Advisors

  • Summary of idea proposals
  • Status reports on implementation
  • Family members and advisors kept up to date
  • Reduction in duplication of provider services