Family Office

Sophisticated offerings for ultra-high-net-worth and multi-generational families.

Family Office Services

Wealth Management Services

SPIREPOINT PRIVATE CLIENT

A wealth management firm founded by veteran advisors who provide advice, guidance and solutions to successful individuals and families.

We empower our clients to make smart financial decisions through sound advice and solutions designed to address their multifaceted needs. Our team of skilled advisors strive to instill confidence in our clients' preparedness for their financial future.

Family Office
Structure

Family Office Structure

A clear family mission and strong governance help families work with multiple advisors and custodians to build lasting values across generations.
  • Family Governance Structure
  • Single / Multi-Family Office
  • Multi-Custodial
  • Advisor Coordination

Legacy
Planning

Legacy Planning

A comprehensive legacy planning approach combines estate analysis and generational planning with strategic business succession planning to ensure families effectively preserve and transfer their wealth, values, and enterprises.
  • Estate Analysis
  • Family Mission Statement
  • Business Succession Planning
  • Generational Planning
  • Liquidity Planning

Philanthropic
Planning

Philanthropic Planning

Meaningful charitable impact involves legacy gift planning, annual foundation reporting, and impact due diligence to help families build lasting philanthropic legacies, sustainably aligning with individual values through confident contributions.
  • Legacy Gift Planning
  • Annual Foundation Reporting
  • Impact Due Diligence

Tax
Strategies

Tax Strategies

A thoughtful approach to reduce tax burdens helps families preserve more of their wealth across income, estate, and gift strategies while staying compliant with regulations.
  • Planning for Wealth Transfer
  • Portfolio Tax Optimization
  • Tax Plan Reporting

Asset
Management

Asset Management

Smart asset management helps families coordinate and preserve their diverse holdings across real estate, art, business, international assets, and investment portfolios.
  • Customized Portfolio Strategies
  • Outsourced Chief Investment Officer
  • Private Investment Review
  • Risk Management Analysis and Reporting
  • Real Estate Asset Management

Diligence
Reporting

Diligence Reporting

Clear concise due diligence reporting provides insight into various assets, essential for identifying both strengths and weaknesses.
  • Multi-Custodial Consolidation
  • Financial Literacy Metrics
  • Summary of Expenses
  • Distribution Plan and Review
  • Portfolio Concentrated Performance
  • Beneficiary Behavior
  • Valuation Metrics

Business Exit &
Compensation

Business Exit & Compensation

Comprehensive knowledge in business exit strategies for both employees and owners.
  • Exit Plan
  • Executive Compensation Analysis
  • Rule 144 / Concentrated Stock Strategies
Custodians
Lending

Announcement: SpirePoint PBG

We are excited to announce our new SpirePoint Private Client team members out of Palm Beach Gardens: Jamie Marceaux, Rob Scarborough, Kim Orsi and Amani Gaballa. Click here for individual contact information.