Complex Wealth Deserves a Holistic Team
Many families have advisors. Not all have specialists in investment, tax, estate, and philanthropy who operate as one integrated team, informed by nearly 40 years of multi-generational client relationships.
Family Office Services for Those Who Want to Take the Worry Out of Wealth
Multi-Generational Families
Six generations of wealth look very different from one. Wescott works with families whose financial picture spans trusts, real estate holdings, family entities, foundation governance, and beneficiaries at every life stage. We bring expertise to every layer and the discretion that is required.
Families Consolidating a Patchwork of Advisors
When your CPA, attorney, investment manager, business and real estate interests, and trust company work in isolation, important decisions are made without the full picture. Our family office approach serves as the connective tissue, coordinating strategy across each professional, and helping to fill the gaps that may go unnoticed.
Wealth Creators Planning a Legacy
Building significant wealth is one challenge. Structuring it so it endures across a transition, a generation, or beneficiaries with conflicting interests is another. We work with business owners, executives, and entrepreneurs who desire a thoughtful plan for what happens after they’re gone.
Families Navigating Generational Transition
Transitions can be where wealth is most vulnerable. Wescott has spent nearly 40 years guiding families through moments of loss or shifting dynamics, with the technical expertise and the personal care to help families move forward with clarity.
What Family Office Services Looks Like at Wescott
Investment & Wealth Management
- Comprehensive investment management across all accounts and entities
- Asset location optimization for tax efficiency
- Concentrated position management
- Unified household reporting through myWescottVault®
Tax & Planning Coordination
- Year-round proactive tax planning
Multi-entity tax coordination - Business income and distribution planning
- Coordination with your CPA
Estate & Wealth Transfer
- Estate plan review and strategy
- Trust planning and administration (through Wescott Trust Services)
- Generational wealth transfer planning
- Gifting and generation-skipping trust strategies
Philanthropic Strategy
- Charitable giving optimization
- Family foundation governance and support
- Impact investing and ESG alignment
- Donor-advised fund strategies
Family Governance & Education
- Family meeting facilitation
- Next-generation financial education
- Communication and decision-making frameworks
- Support for complex family dynamics
Ongoing Partnership
- Regular strategic reviews tailored to your family’s rhythm
- Proactive outreach as laws, markets, and family circumstances change
- Consolidated reporting across all accounts, entities, and assets
- Direct access to the full Wescott team when you need us
Wealth that Serves a More Significant Purpose
Managing significant wealth well requires more than optimizing returns. It requires deeper consideration of your vision, values, and legacy. With the support of our team and our Life-Minded Wealth® approach, we help you connect all of these moving parts into a cohesive strategy to help you achieve your goals.
Let's Talk About What Your Family Needs
The best relationships start with a conversation. Whether you’re consolidating advisors, planning a generational transition, or simply looking for a team that can hold the full complexity of your family’s wealth, we’re here to talk.
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