We can help you address and resolve the complex,
intricate issues that often accompany significant wealth and impact families across generations. At Sanctuary Wealth, our strategists create customized solutions with insight, innovation and a focus on your best interests.
We become your advocate, your confidant, your guide along a clearer path for your financial future.
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The Challenges
and Opportunity
The Challenges
and Opportunity
Too often families are ill prepared and fail to successfully transfer wealth in perpetuity. Families need more certainty and less hoping.
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Integrated Solutions and Services That Drive Success
Integrated Solutions and Services That Drive Success
Sanctuary’s Family Office Services are centered around empowering affluent families with the best possible service offering to manage multi-generational wealth for success.
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Accomplished Leadership and Experienced Team
Accomplished Leadership and Experienced Team
Our program is led by Brian Weiner, who has over 20 years of experience successfully working directly with family offices and their advisors around the world. Our approach succeeds in bridging any inter-generational divide while providing services that speak to a client’s overall wealth management needs.
We help you see a comprehensive view of your family’s risk management as we work together to better manage and mitigate your risks accordingly.
Risk topics include life insurance and property insurance to Director & Officer insurance and private placement insurance.
Risks range beyond routine insurance discussions to such issues as information security and personal family security. The range of issues is wide so a comprehensive view can raise critical items for you and your family to consider.
We can help invest your client’s liquid wealth in coordination with all of your families’ other assets, while providing additional reporting and insights.
Within an overall strategic investment approach, we can provide access to direct, private, non-registered investment opportunities that may help you differentiate your portfolio. Our customized outsourced personal investment office services include:
We can serve as your independent accountant solution, managing all aspects of your family’s financial reporting and tax compliance needs.
Our tailored personal finance management and accounting office services include:
When you believe it’s time to formalize an entity to best manage the financial, investment, income and tax planning needs of multiple family members, we can offer insightful counseling on how to begin and implement a family office. Our deep experience informs our disciplined approach to applying best practices and we can enhance your efforts to launch your own stand-alone family office.
Our family office formation and counseling services include:
We understand firsthand the importance of family governance and the role of managing family dynamics. We have counseled families for more than two decades, providing insights into organizing the family office’s structure, developing a family constitution, and conducting effective family retreats that go beyond basic, superficial matters.
Other family governance services include:
We specialize in educating your current and next generation about wealth responsibility and financial literacy. We have developed a proprietary curriculum that is distinctive for its approach to integrating knowledge and insights about life skills and successfully managing the burdens of family wealth.
Other family and next-gen education services include:
Whether you are planning for a one-time liquidity event upon the sale of a family-owned business or preparing for a transition through succession planning, you can turn to us for our deep knowledge of best practices.
There are viable pre-liquidity event planning strategies for successful families and their businesses using solutions that can minimize ordinary income and capital gains tax.
This planning is highly customized and impacted by specifics, such as entity structure and timing. The savings and wealth preservation results can be dramatic when done properly. The process can also help you to gain consensus from family members, despite complexity of the issues and their particular life circumstances.
Our family-owned business transition planning services also include:
As a successful advisor, you fully appreciate that our mutual work does not end once your estate or legacy plan is complete. On the contrary, we have found it all too common for families to put their plans on a shelf and leave them untouched until there is a major life event. We do not let that happen.
We ensure that conversations with you and your family are ongoing, and that the information you share remains current and up to date.
It is our objective to make sure that your clients and their families are properly prepared for life events and are proactively managing current and future tax burdens and properly adjusting to estate law changes.
Our broad range of estate, legacy and trust planning services include:
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