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Family Office Support

Seattle Life Management provides Family Office support for high net worth families and individuals by helping them manage important aspects of their financial lives.  This allows the client to focus their time on matters important to them.  As in the case of Daily Money Management, we customize an approach to meet the needs of each client.

 

We work closely with each client’s advisors, specifically your attorney, accountant and financial advisor, to make sure that you have a plan in place that is updated regularly to meet your needs due to changes in your life and external regulations.  In many ways, we are the glue that brings all of your financial matters together. 

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Investment and Financial Strategy Overview

 

Working with your outside advisors we assist you in compiling a comprehensive financial plan that is updated regularly

 

 

Asset and Liability Review
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Periodically, we compile your personal financial statement (balance sheet) and review it with you to make sure you are on track to achieve your financial and retirement goals.  This is often accomplished quarterly.

 

Insurance and Document Review
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On an annual basis, we review your insurance policies and estate planning documents and work with you and your outside advisors to make certain all are up-to-date and in place satisfy your needs.  We review your plans for consistency and make sure that your assets are titled correctly.

Daily Money Management
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​We are able to take care of your Daily Money Management tasks to expertly manage your financial affairs

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Concierge Services
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  • We are able to coordinate the maintenance and remodeling of your residence

  • Property management and business consulting services are available

Family Coordination
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  • We assist in developing a family philanthropy plan to satisfy your philanthropic interests

  • We coordinate with your family and out-of-town relatives to assure that all have the latest information

  • We coordinate with geriatric care managers and medical professionals as needed

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