Sanctuary Global Family Office

Overview

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.

Customized, Independent, Unbiased Family Office Solutions FAMILY GOVERNANCE OUTSOURCED PERSONAL FINANCE MANAGEMENT & ACCOUNTING OFFICE RISK MANAGEMENT ESTATE, LEGACY & TRUST PLANNING FAMILY-OWNED BUSINESS TRANSITION PLANNING FAMILY & NEXT GEN EDUCATION FAMILY OFFICE FORMATION & COUNSELING OUTSOURCED PERSONAL INVESTMENT OFFICE

Risk
Management

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.

Outsourced Personal Investment Office

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:

Outsourced Personal Finance Management & Acounting

We can serve as your independent accountant solution, managing all aspects of your family’s financial reporting and tax compliance needs.

Family Office Formation & Counseling

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.

Family Governance

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.

Family &
Next-Gen Education

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.

Family-Owned Business Transition Planning

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.

Estate, Legacy & Trust Planning

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.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees