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”
Monitoring and Reporting
- 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