Family Office Advisory Services for High Net Worth Individuals

A family office is a dedicated advisory practice that provides comprehensive wealth management services for high-net-worth individuals and families. It integrates investment management, estate planning, tax strategy, risk mitigation, and legacy coordination into one cohesive plan. Unlike transactional brokers, a family office acts as a fiduciary partner, managing all aspects of a family's financial life—from portfolio construction and charitable giving to trust administration and heir education—ensuring every decision aligns with your values and long-term objectives.

Traditionally, single-family offices serve ultra-high-net-worth families with $100 million or more in investable assets. However, multi-family office models like Sentinel's provide institutional-caliber advisory services to families with $5 million to $50 million in assets. The key consideration isn't just asset size—it's complexity. Families managing multiple accounts, trusts, real estate holdings, business interests, or multi-generational wealth transitions benefit most from coordinated family office services, regardless of whether they meet traditional ultra-high-net-worth thresholds.

Family office advisory goes beyond portfolio management to address every dimension of a family's financial life. While traditional wealth managers focus primarily on investments, family offices coordinate estate planning, tax optimization, trust administration, risk management, philanthropic strategy, and family governance. This holistic approach ensures all financial decisions work in concert—minimizing tax exposure, protecting assets across generations, and aligning wealth with family values. It's the difference between managing accounts and stewarding a legacy.

Comprehensive family office services include personalized financial planning, asset management, retirement income strategies, estate and legacy planning, tax management across all account types, risk mitigation, trust coordination, charitable giving strategies, and family governance support. Sentinel also provides specialized services for families with special needs members, divorce financial planning, and multi-generational wealth transfer structures. Each engagement is tailored to address your family's unique circumstances, goals, and values—delivering coordinated advice rather than isolated product recommendations.

Family office fees are typically structured as a percentage of assets under management, reflecting the comprehensive nature of services provided. This fee-based model aligns advisor interests with client outcomes—advisors succeed when your wealth grows. Unlike commission-based models, there are no hidden product fees or conflicts of interest. Fee structures vary based on account size, complexity, and service scope. Sentinel provides transparent pricing during initial consultations, ensuring you understand exactly what you're paying for and the value delivered in return.

Sentinel Asset Management typically works with families managing investable assets of $5 million or more, though the ideal relationship depends more on complexity than minimum thresholds. Families coordinating multiple trusts, business interests, real estate holdings, or multi-generational transitions benefit most from our comprehensive advisory approach. During your confidential consultation, we assess whether our family office model aligns with your needs and objectives—ensuring a strong fit before engagement. Our goal is long-term partnership, not transactional relationships.

Sentinel functions as the financial quarterback for your advisory team, coordinating with your estate attorneys, CPAs, and other professionals to ensure all strategies align. We review trust documents for consistency with investment plans, collaborate on tax-efficient withdrawal strategies, and communicate regularly with your legal and tax advisors to avoid conflicts or missed opportunities. This collaborative approach ensures your financial plan integrates seamlessly with legal structures and tax filings—delivering coordinated advice rather than siloed recommendations that may work against each other.

Sentinel conducts formal reviews at least annually, with additional meetings scheduled as life events, market conditions, or tax law changes warrant. Between formal reviews, your advisor monitors your portfolio continuously, proactively reaching out when adjustments are needed. You'll also have direct access to your advisory team for questions or concerns year-round. This ongoing relationship ensures your plan remains responsive to changing circumstances—whether that's a market correction, an inheritance, a business sale, or a family transition requiring immediate attention and recalibration.