Waypoint family office is a private firm providing wealth management and concierge services for high-net-worth families, managing assets, investments, taxes, estate planning, and philanthropy in a comprehensive, personalized way. Services typically include financial planning, investment strategy, tax services, and lifestyle management, adapting to each family's unique needs and goals across generations. Families may establish a family office to gain more control over their wealth, achieve economies of scale in service procurement, or after a major liquidity event, such as a business sale.
aDVANCED pLANNING
Our deep, collective expertise allows a holistic, sophisticated approach toward:
- Ultra-high-net-worth (UHNW) planning
- Premium funding strategies
- Estate/wealth planning
- Business succession planning
- Specialty markets
- Foreign Nationals
- Charitable planning
- Special needs planning
- Private placement life insurance solutions
- Concentrated stock positions
