Our Clients

Private Family Office Services

Multi-family office services for distinguished investors, families, and clients.

Family Office Services

Built to Secure & Grow Your Family's Wealth

You've worked hard to create wealth for your family. Now, let us do the heavy lifting of managing it.

Our team of expert advisors provides holistic solutions tailored to your family's unique needs, empowering you and your family to achieve your financial goals and secure your legacy across generations.

Family Office Services

Built to Secure & Grow Your Family's Wealth

You've worked hard to create wealth for your family. Now, let us do the heavy lifting of managing it.

Our team of expert advisors provides holistic solutions tailored to your family's unique needs, empowering you and your family to achieve your financial goals and secure your legacy across generations.

A Comprehensive Approach

An Approach Focused on Each Aspect of Your Wealth

As a distinguished client of Watersound Wealth, you receive personalized investment management and financial planning strategies along with our suite of family office management solutions, including:

Tax Planning
Estate Planning
Tax Preparation
Charity & Foundation Management
Family Financial Education
Insurance Planning

Our comprehensive approach is focused on optimizing each area of your wealth so each area is working together toward the realization of your financial goals.

A Comprehensive Approach

An Approach Focused on Each Aspect of Your Wealth

As a distinguished client of Watersound Wealth, you receive personalized investment management and financial planning strategies along with our suite of family office management solutions, including:

Tax Planning
Estate Planning
Tax Preparation
Charity & Foundation Management
Family Financial Education
Insurance Planning

Our comprehensive approach is focused on optimizing each area of your wealth so each area is working together toward the realization of your financial goals.

Family Office Services

Access to Exclusive Private & Alternative Investment Options

Our investment strategy combines a traditional total return approach with the benefits of non-public investments in order to create a well-diversified portfolio positioned to outperform in the long-term.

Along with hand-picked traditional investment vehicles, you will receive access to private and alternative investment options that are not available to traditional investors. These investments typically have risk-return characteristics that are significantly different than traditional investments, reducing your portfolio's market risk and enhancing the possibility of both growth and income generation.

Each portfolio is customized to a client's specific goals and objectives, and is put into action with tax-efficient implementation.

Family Office Services

Access to Exclusive Private & Alternative Investment Options

Our investment strategy combines a traditional total return approach with the benefits of non-public investments in order to create a well-diversified portfolio positioned to outperform in the long-term.

Along with hand-picked traditional investment vehicles, you will receive access to private and alternative investment options that are not available to traditional investors. These investments typically have risk-return characteristics that are significantly different than traditional investments, reducing your portfolio's market risk and enhancing the possibility of both growth and income generation.

Each portfolio is customized to a client's specific goals and objectives, and is put into action with tax-efficient implementation.

Working With Your Team

An Estate Plan & Tax Strategy to Compliment Your Portfolio

Tax and estate planning can be costly enterprises, which, if they not well-coordinated, run the risk of creating drag or inefficiencies in your overall wealth management strategy. Our approach looks at tax strategy and estate planning as necessary components in a well-developed strategy, factoring these into each decision about your financial plan or investment portfolio.

As a distinguished client, the costs associated with estate planning and tax preparation are included in your annual AUM fee. If you have a preferred tax preparer or estate attorney, let us know - we are very familiar with and comfortable with working with other members of a family office team.

Working With Your Team

An Estate Plan & Tax Strategy to Compliment Your Portfolio

Tax and estate planning can be costly enterprises, which, if they not well-coordinated, run the risk of creating drag or inefficiencies in your overall wealth management strategy. Our approach looks at tax strategy and estate planning as necessary components in a well-developed strategy, factoring these into each decision about your financial plan or investment portfolio.

As a distinguished client, the costs associated with estate planning and tax preparation are included in your annual AUM fee. If you have a preferred tax preparer or estate attorney, let us know - we are very familiar with and comfortable with working with other members of a family office team.

Family Office Services

Charity & Foundation Management

Charity and philanthropy are activities that have significant personal and societal meaning. They also come with tax advantages, and, when structured properly, can strengthen a well-developed wealth management strategy.

Whether it's designing contribution strategies to lower taxable liability or creating a foundation to help fulfill personal ambitions, our advisors are well-versed in building charitable or philanthropic wealth management strategies.

If you have philanthropic ambitions, our advisors can help you establish and manage foundations or charities for your family that provide tax benefits while achieving your financial goals and building your legacy.

Family Office Services

Charity & Foundation Management

Charity and philanthropy are activities that have significant personal and societal meaning. They also come with tax advantages, and, when structured properly, can strengthen a well-developed wealth management strategy.

Whether it's designing contribution strategies to lower taxable liability or creating a foundation to help fulfill personal ambitions, our advisors are well-versed in building charitable or philanthropic wealth management strategies.

If you have philanthropic ambitions, our advisors can help you establish and manage foundations or charities for your family that provide tax benefits while achieving your financial goals and building your legacy.

Included in Our Family Office Services

As a family office client of Watersound Wealth, you receive our entire suite of family office wealth management solutions.

A Custom Investment Portfolio

A well-diversified investment portfolio built with a combination of traditional, private, and alternative investments positioned to capture the growth and income you need to realize your financial goals.

Private & Alternative Investments

Access to private and alternative assets with lower correlations and different risk-return characteristics compared to traditional investments.

Comprehensive Financial Planning

A dynamic financial plan built by a team of advisors using industry-leading software and focused on helping you achieve your goals.

Tax Planning & Preparation

A tax strategy focused on reducing your taxable liability while complementing your investment portfolio's approach to generating income and growth. Tax preparation is included in the annual cost for family office clients.

Estate Planning

Working with an estate planning attorney to create a comprehensive plan that reflects your values and goals, covering wills, beneficiary reviews, trusts, and more.

Charity & Foundation Management

Solutions to establish, manage, and grow your philanthropic endeavors while maximizing your tax benefits and create a lasting legacy.

Family Education

Empowering your family's next generation with the knowledge and skills needed to navigate the complexities of wealth and legacy.

Insurance Planning

A thorough review of your current insurance policies that identifies and recommends options to fill gaps in coverage while eliminating policies that do not align with your goals.

Complimentary Portfolio X-Ray

Get a Complimentary Second Opinion on Your Current Approach.

Schedule an introductory meeting with one of our advisors to get started on a comprehensive audit of your current investment portfolio. Our team will comb through your investments line-by-line to highlight your portfolio's strengths and weaknesses. The insights gleaned in the Portfolio X-Ray will serve as the baseline for the construction of your future investment plan.

Family Office Services

One Team of Experienced Advisors

Our team of advisors is familiar with and experienced in working with family offices and the unique situations and challenges they face.

Your team will be made up of several advisors, including a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and attorney to make sure each aspect of your wealth is optimized and working toward your life's goals.

Meet the Team

Family Office Services

One Team of Experienced Advisors

Our team of advisors is familiar with and experienced in working with family offices and the unique situations and challenges they face.

Your team will be made up of several advisors, including a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and attorney to make sure each aspect of your wealth is optimized and working toward your life's goals.

Meet the Team

Blog Spotlight

Stay up-to-date with the latest news, strategies, and insights directly from our advisory team.

Build a Financial Plan Aligned with Your Life Goals

How to Build an Enhanced Investment Portfolio

8 Strategies for Building a Tax-Efficient Wealth Management Plan