One of the most complicated aspects of creating a financial strategy is ensuring that the plan works for everyone who will be affected. At Tranquility Partners, we have decades of combined experience creating strategies that provide solutions for the multiple parties involved. Our family office team can:

  • Help develop a financial strategy and plan to put actions in place to achieve a family’s desired goals
  • Provide consolidated, customized reports on a family’s balance sheet including assets held outside of TP
  • Complete analysis of risk management instruments, including life insurance policies and strategies, e.g. irrevocable life insurance trusts (ILITs)
  • Provide a single source of monitoring and tactical financial decisions support
  • Assist in the development of wealth transition strategies and charitable initiatives
  • Provide cash flow analysis and projections
  • Coordinate family meetings
  • Provide family member education planning, underwriting, and implementation
  • Offer mentoring and advisory services for younger family members

Additional Services

Family Office Services
Financial Strategy and Coordination
Financial Data Aggregation and Reporting
Lifestyle Enhancement
Wealth Transfer Planning and Execution

Investment Management