Family Office Group Llc

Description

• The founders of Family Office Group have over 60 years of combined financial services experience. We deliver a comprehensive wealth management service to our clients by supporting the advisor-client relationship. Our flexible professional service models offer a deep product solution set to fit the varying needs of our clients and our advisors practices. Ranging from traditional commission-based advisory business to our end-to-end Family Office service model, we have a solution for most everyone. Above all, client requirements and preferences drive our services.While each founder's experience stems from different but complementary disciplines, all agree that the current conditions in the market highlight the need to dramatically improve service to private wealth clients. Seasoned advisors continue to successfully transition to white-glove boutique advisory firms from traditional Wall Street companies. The magnitude of this trend confirms that private wealth clients are demanding a better approach to wealth management and are willing to change firms with their advisors.Family Office Group provides advisors a platform to effectively analyze, advise, manage and evaluate clients financial needs and to deliver the appropriate services. We help our advisors customize the best possible financial solutions to achieve clients long-term goals. Our advisors are part of a dynamic team committed to providing exceptional service to their clients and expanding their business.Family Office Group has established a firm with one overarching commitment - the client comes first. We have built the firm and assembled our team to enable our clients to reach their objectives. Our strategic partnerships maximize the quality of service our clients receive while leveraging fully-vetted solutions which have been around for years. Moreover, our partnerships create full transparency for clients and advisors and ensure business continuity.
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  Headquarters: , Pinehurst, North Carolina, United States

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  Phone Number: +1 888-364-6398

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  Website: https://www.famofficegrp.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Family Office Group Llc

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• |  NAICS Code: 523110  |

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