What We Do

What We Do2018-06-14T16:24:29+00:00

Plan, Protect, and Preserve Your Family’s Financial Future

Tranquility Partners is a Multi-Family Office known for operating with the utmost integrity and valued by our clients as independent, trusted advisors, aiding in the development and fulfillment of each family’s customized long-term financial strategic plan, to ultimately attain financial peace and tranquility.

Wealth Management Solutions Built To Fit Your Plans

Tranquility Partners serves families who seek a comprehensive and independent assessment of their long-term wealth management strategies and plans.

On a combined basis, our client families should benefit from the following:

  • Striving to lower the overall cost of being invested
  • Objective and unbiased advice
  • Access to in-house separately managed account portfolios
  • Trusted advisor across all asset classes
  • Creative solutions to financial issues
  • Integration of estate planning, income taxes, investments, and philanthropic goals
  • Clearinghouse for financial, investment, tax, philanthropy, and estate planning ideas
  • Cross-fertilization of solutions resulting from addressing issues for multiple families
  • Professional advisors with diverse backgrounds
  • Cost-savings with custodians and trading costs
  • Services are typically “bundled”
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