Family Office Consultation

Organizing for your Benefit

Many high wealth families organize their finances into Family Offices, which play an integral and effective role in managing your wealth. Often these highly qualified offices are unable to provide the specific care required to fully manage your estate, despite their credentials. Whether it’s uncommon situations regarding typical assets or more specialized issues like collectibles planning, Erskine & Erskine is able to integrate with your family office to provide the specific role required to best manage your estate.

Our commitment to our clients plays a focal role in our relationship with your family office. We look to collaborate and integrate, filling our role rather than looking to carve out a niche for ourselves. With this focus, Erskine & Erskine can offer you an experience that will leave you with an effective succession plan that doesn’t infringe upon your daily life.

Where would I need auxiliary estate planning?

In more specialized occasions, Family Offices often lack the specific skills required to handle more intricate situations. These occasions often include art and collectibles, real estate, and family businesses, and Erskine & Erskine has the expertise to offer consultation for your Family Office providing you coverage while keeping you in control of your situation. This process is especially effective with high net worth wealth management, where the multitude of assets can often benefit from a second look.

In providing you the best plan possible, Erskine & Erskine is committed to integration. Integration allows for your Family Office, who already do an effective job in managing your wealth, to continue working for you, just with the assurance that Erskine & Erskine is working to better protect you.

Seamlessly Layered

With a focus provided you with the best service we can, Erskine & Erskine offers you both the flexibility to work with your family office while still offering you our expertise.

Built Brick by Brick

Erskine & Erskine offers a collective and concerted effort to build your succession plans to feature all the aspects required to suit you.

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Recent Family Office Blogs

Qualified Tuition Primer

There are two types of qualified tuition or 529 programs: prepaid plans, and savings plans. As with a Roth IRA, you don’t get a federal income tax deduction for either type of contribution; similarly, the earnings on the assets in the account aren’t taxed... read more

The PATH Act of 2015

On December 18, 2015 President Obama signed the “2016 Consolidated Appropriations Act” that not only funded the government in 2016, but also made a large number of extensions, delays, and changes to a wide array of individual and business tax provisions.... read more

What is the Impact of Price Guarantees?

Skate reports that Southeby’s signed an amendment with their syndicate of lenders that allows Southeby’s to double their price guaranties for actions from $300 million to $600 million going into the next fine art auction season. In a May 4, 2014 article, the New York... read more