Family Office Services

At Sound View Wealth Advisors, our work goes beyond just financial planning and investment management. We become an important part of our client’s lives and help them manage all aspects of their wealth.

Our family office solution is central to this commitment, and it’s how we deliver the personalized services that help you enjoy your wealth and build a more meaningful legacy.

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The biggest asset we provide to our clients is peace of mind. Every family’s situation is unique and it is our job to uncover the blind spots and make sure we have a solution in place.”

Eddie Ambrose

Partner

A custom and comprehensive solution, built around your family’s unique needs

Every family that we work with has unique resources, complexity, and goals. Our family office solution is built around you and your family, allowing you to focus less on the administrative tasks of life and more on building your legacy and enjoying your wealth. Central to this commitment is generational planning, which prepares the next generation in your family to protect, manage, and grow inherited wealth when the time comes.

Financial Planning

Getting to know you and your family serves as the basis of our client relationship. It is not enough to just consider investments, it is important that we know where you are, what matters to you, and where you want to go. We help you build out a financial plan of action and then manage all aspects of that plan.

See How We Plan

Investment Management

Our open platform gives us access to a broad universe of investment vehicles and non-proprietary research. We will determine an appropriate asset allocation, then construct a portfolio that we continually monitor, manage, and rebalance as your goals and market conditions change.

See How We Invest

Tax Planning

We work with your CPA, bookkeeper, and other tax professionals to be efficient and intentional with your tax exposure. As part of this, we conduct tax-loss harvesting throughout the year and look for opportunities to reduce your overall tax burden.

Administrative Management

We help you organize and safeguard the key documents that make up your financial life, including wills, trust documents, and important account information.

Philanthropic Planning

We help define what is most important to your legacy, then provide strategic recommendations on how to give in the most efficient manner possible.

Generational Planning

Throughout all of our work, we look for opportunities to engage and educate the next generation of wealth stewards in your family.

Ready for a family office to support your goals?

We look forward to learning more about you and your family.

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