Family Financial Services Tailored for You & Yours
Managing your family's financial landscape shouldn't mean coordinating a dozen different specialists who rarely communicate with each other. Sollinda Family Office integrates all essential elements of your financial life under one roof so you can focus on the road ahead. Our team becomes an extension of your family, offering the clarity and confidence that comes from having a dedicated partner guiding your complete financial picture.
We coordinate a comprehensive approach to family financial matters encompassing wealth management, tax optimization, estate planning, fiduciary services, and risk management. Our services also extend to philanthropic guidance, expense planning, accounting, and routine administration of your family's affairs.
Navigating a multi-generational family plan often comes with uncertainties, especially as circumstances evolve over time. We partner with you to prepare for scenarios in which the primary decision-makers may become unable to manage financial responsibilities. Our aim is to ensure a smooth transition and continued stewardship of your family's financial legacy, no matter what the future holds.
Our strategic tax planning approach examines your entire financial picture to identify potential opportunities for minimizing tax liabilities. We coordinate with your tax professionals to implement strategies that align with your wealth management goals, ensuring tax considerations are integrated into all financial decisions.
Our goal is to establish family governance structures that promote communication, shared values, and responsible wealth stewardship across generations. These frameworks can include family councils, education programs for younger family members, and clear decision-making processes that honor your family's legacy while adapting to changing circumstances.
Family Financial Services Tailored for You & Yours
Managing your family's financial landscape shouldn't mean coordinating a dozen different specialists who rarely communicate with each other. Sollinda Family Office integrates all essential elements of your financial life under one roof so you can focus on the road ahead. Our team becomes an extension of your family, offering the clarity and confidence that comes from having a dedicated partner guiding your complete financial picture.
Comprehensive Financial Service
We coordinate a comprehensive approach to family financial matters encompassing wealth management, tax optimization, estate planning, fiduciary services, and risk management. Our services also extend to philanthropic guidance, expense planning, accounting, and routine administration of your family's affairs.
Integrated Estate Planning
Navigating a multi-generational family plan often comes with uncertainties, especially as circumstances evolve over time. We partner with you to prepare for scenarios in which the primary decision-makers may become unable to manage financial responsibilities. Our aim is to ensure a smooth transition and continued stewardship of your family's financial legacy, no matter what the future holds.
Tax Planning & Advisory Services
Our strategic tax planning approach examines your entire financial picture to identify potential opportunities for minimizing tax liabilities. We coordinate with your tax professionals to implement strategies that align with your wealth management goals, ensuring tax considerations are integrated into all financial decisions.
Family Governance & Continuity
Our goal is to establish family governance structures that promote communication, shared values, and responsible wealth stewardship across generations. These frameworks can include family councils, education programs for younger family members, and clear decision-making processes that honor your family's legacy while adapting to changing circumstances.
Strategic Wealth Optimization
Align investments, real estate, and business holdings for maximum efficiency and growth.
Estate Review
Process
Conduct regular comprehensive reviews
to evaluate and implement planning recommendations.
Advisor
Coordination
Coordinate and control performance
of family advisors.
Agile & Independent Approach
Unlike large banks, we provide independent and nimble action.
Astute Wealth Transitions
Evaluate and implement strategies for wealth transitions to younger generations.
Document
Management
Streamline affairs by coordinating legal
and tax documents with your accountants and attorneys.
Centralized Communication
One dedicated contact eliminates redundant communications with banks, attorneys, advisors, and trustees.
Financial
Education
Develop financial literacy with younger
family members.
Family Dynamics & Sensitive Transitions
Facilitate difficult conversations surrounding life changes: marriage (and pros/cons of prenuptial agreements), divorce, special needs, spending patterns.
Ryan Mumy
CEO & Founder
CIO & Founder
JD, CFP®
Legal and Financial Advisor
CFP®
Financial Planning Director
Chief Operating Officer
Client Service Director
Experience
Work directly with our senior team, not junior associates.
Personalized Approach
Individualized family office solutions tailored for each family we serve.
Transparency
Your trust is our asset. We prioritize your interests, with no hidden costs or motives.
Valuable Technology
We combine solutions with open, authentic communication for a personalized experience every time.