What We Do

What We Do2018-10-23T13:09:50+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.

Asset 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:

  • Acting as a fiduciary – placing your families’ interests first
  • Objective and unbiased advice
  • Access to in-house separately managed account portfolios with leading national firms
  • Striving to lower their overall cost of being invested
  • Trusted advisor across all asset classes
  • Creative solutions to financial issues
  • Integration of estate plans, income tax considerations, investments, and philanthropic goals
  • Clearinghouse for financial, investment, tax, philanthropy, and estate planning ideas
  • Cross-fertilization of solutions developed for multiple families
  • Professional advisors with diverse backgrounds and perspectives
  • Custody of assets with leading financial services organizations
  • Services are typically “bundled” to lower costs
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