Family Office Director Services

Every successful family office has one thing in common: an experienced and adept Family Office Director. Whether serving one family or many, the Family Office Director has a pivotal role in a well-oiled family office machine, organizing out-sourced providers and identifying areas needing additional attention. A strong Family Office Director can keep initiatives moving forward to support the family in services ranging from estate planning to tax planning to family governance!

For families not interested in operating a full-blown family office, families hesitant to join a multi-family office structure, or families just beginning their family office journey, finding support can seem overwhelming. Allow CLS Legacy Team to help! Our team will address your family’s most pressing needs, keeping your family office running smoothly with our virtual Family Office Director Services. These services include everything from governance support to operational assistance to behind-the-scenes administration. We’ll be your “quarterback” – coordinating across all your advisors for a smooth experience in moving the family forward.

And when you’re ready to implement a full family office or private family trust company, we’ll be there for that too!