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Family Wealth Advising

Helping you make wise decisions for your family

The financial issues of wealthy families and individuals are constant and complex. That’s why we believe in true wealth management. In addition to investment consulting, Optivest’s comprehensive process involves advanced planning for tax efficiency, wealth transfer, wealth protection, estate planning and philanthropy. We come alongside you to offer sound advice and solutions in concert with top advisors and estate specialists. You can think of us as your family’s CFO, wisely protecting and stewarding your assets to achieve your goals.

Utilizing Optivest’s Family Wealth Advisory process allows us to take a holistic approach catered to our clients’ specific needs, which can include:

Simplified Updates

Complete organization of your family’s entire financial balance sheet, updated daily, through our proprietary OptiWealth online platform.

Informed Decision-Making

Customized, ongoing interviews to conduct a thorough and thought-provoking understanding of your unique history, values, long-term wealth objectives and legacy plans.

Record Keeping

Complete organization of your estate, tax, business, property, insurance, health and personal documents on a secure and easily accessible online vault.

Financial Planning

Establishing an individual or family financial plan and budget in addition to bookkeeping assistance.

Family Alignment

Facilitated family meetings to successfully pass your legacy onto your heirs (with reference books and checklists included).

Profound Expertise

Access to over 150 years of combined expertise from professionals in estate design, tax consulting, M&A activity, property management, real estate financing, health and wellness, travel and family dynamics.

Customized Investments

Building and management of custom investment portfolios with clearly defined outcomes and risk metrics. Utilizing our open architecture, low fee and conflict-free research, as well as commercial real estate available based on suitability, we’re able to produce targeted outcomes for your portfolio. (Portfolio Management Agreement and Fee Schedule applied)

Family Meetings

Part of our role is to facilitate cohesion and planning for your family. Our advisors specialize in family meetings, with family at the center of the discussion and critical information on the table. With your experts and advisors present to address questions and concerns, we’ll facilitate discussion so you and your loved-ones can find alignment of purpose before a big life event or decision.

Note: The services listed above are offered at the Family Wealth Advisory fee schedule.

Reach out to our Director of Client Services, Shannon Kavlich, to learn more or to schedule a complimentary Discovery Meeting where we’ll explore your needs and aspirations for wealth, family and the causes you care about.