Services

Customized Investment Management Services

At IT Family Office we work with you individually to develop a tailored strategy managed at IT Family Office. In the initial steps we start to get to know and understand your way of thinking about money and discover what is important to you. Our advisory team then takes what we learn about long-term goals, income requirements, tolerance for risk, tax constraints, and other relevant factors. Our advisory team then collaborates with you in the development, design and implementation of a plan that is based on time-tested principles. Once the plan is launched, we monitor your portfolio and communicate regularly to ensure that any changes in your circumstances are incorporated in the plan and that we are adhering to the investment guidelines.

Custody

IT Family Office has a relationship with BNY MELLON | PERSHING for the custody of client assets. The Bank of New York Mellon Corporation provides statements and tax reporting as well as online access for our clients to view their accounts. BNY Mellon also offers trust accounting.

Trusts and Estate Planning

Since our founding, IT Family Office has worked with sophisticated families and their legal estate planning professionals to help safeguard and grow their wealth. By working with our clients and their estate attorneys we gain insights into a range of applicable estate planning and potentially estate tax reduction strategies that are aligned with a family’s priorities. Although we do not draft legal estate documents, we do explore client concerns which can bring insights into multigenerational trusts to skipping trusts to charitable trusts as examples.

Trusted Advisory Services

IT Family Office works with multigenerational families, C-Suite Executives from Fortune 500 Companies, to small entrepreneur start-ups and their adjoining corporate or non-profit retirement plans. Clients come to us in an advisory capacity whether the decisions to be made relate to tax, investment planning, charitable giving, estate planning, concentrated securities position, stock options, or planning or potential retirement funding, and of course safeguarding and guarding multigenerational wealth. We begin each of these processes with a financial planning questionnaire to explore data, mission, and feasibility to help assure the decisions to be made are optimal.