Multi-Family Office
Optura Advisors, Inc. is a proactive planning firm. We bring together the multi-family office model where financial advisors, CFPs, accountants and CPAs, attorneys, insurance agents, and other specialists and experts provide integrated advice to you rather than the often-experienced piece-meal and conflicting advice when talking to your advisor versus talking to the CPA or attorney. If you have existing CPAs or attorneys that you already work with, we can work with them and bring them up to speed to incorporate them into this family office model.
Efficiency and Expertise
The Advantage of Family Offices in Wealth Management Solutions
Family offices are privately owned advisory firms that serve ultra-high-net-worth individuals by providing a single, integrated financial planning solution. Family offices are a cost-effective way to manage the financial and investment needs of wealthy families. Many family offices offer services such as managing their budgets, buying insurance, planning charitable giving, transferring assets, and filing taxes.
Shared Prosperity
How Multi-Family Offices Democratize Advanced Financial Planning and Investment Management
But for families who don't have enough money to justify a single-family office, there is another option: a multi-family office. A multi-family office provides many of the same holistic, highly customized services of a single-family office at a fraction of the cost. A multi-family office offers a team of specialists to work with your family, versus a typical wealth manager who would primarily focus just on asset allocation. By integrating the various functions of wealth planning, estate and tax planning, risk management, charitable giving, asset protection, etc., value and efficiencies are unlocked at the interfaces of each of these functions versus if they were offered standalone.
Empowering Every Family
Elite Financial Planning and Multi-Family Office Services to Grow Wealth
Optura Advisors utilizes our in-house fintech platforms and a matrix of specialists to scale our family office services to mass affluent clients so that personalized advanced planning is not just reserved for individuals with last names like Bezos, Musk, Rothchild, and Rockefeller. As your family, with proper planning, becomes wealthier from one generation to the next, your financial picture will become increasingly complicated. This is when engaging with a multi-family office can make a lot of sense.
We recognize that our best clients want PROACTIVE and HOLISTIC planning.
That is why at Optura Advisors we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Multi-Family Office of experts.
- Understand & prioritize needs Address biggest problems Achieve most important goals
