Sollinda Family Office

DESIGNING WEALTH SOLUTIONS

AS UNIQUE AS YOUR FAMILY

WHO WE ARE

Sollinda Family Office can act as your family office, providing a comprehensive and strategic partnership for your family. We act as a centralized advisor. In an increasingly digital world, we find that targeted discussions and regular portfolio maintenance provide the most successful outcomes for families.

Managing substantial family wealth often involves coordinating with various professionals. Without careful orchestration, conflicting advice can lead to fragmented plans, affecting relationships and possibly the preservation of wealth across generations.

Studies show that most family wealth diminishes by the second or third generation. To avoid this, affluent families need unified and logical guidance from their team of professionals.

The Family Office structure is a streamlined solution to this complex issue. By centralizing the management of your family's financial affairs, it aligns all professionals towards common goals, enhancing strategy effectiveness and ensuring a sustained family legacy. It's more than wealth management; it's a pathway to harmonious inter-generational success.

In addition to specific investment strategies, long-term planning clients have increasingly requested services that incorporate strategic legal, financial, and tax planning to address a wide range of wealth management issues and opportunities. These clients seek continuity and want to know who will carry out their wishes if they are unable, often for multiple generations of family members.

SERVICES WE PROVIDE

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.

The nature of our business allows us to collaborate with top estate planning attorneys both locally and from coast to coast. We believe that the key to successful wealth transfer planning lies in a connected and communicative network of advisors, and our collaborative approach ensures that optimal strategies are put in place.

TAX ADVISORY

Our in-house team coordinates tax data collection. We then work in partnership with your existing team of tax professionals and connect you with our vetted external professionals, if necessary. We then leverage our understanding of client families’ various entities, multi-generational goals, and investment objectives to provide tax advisory services with a focus of tax minimization.

FAMILY GOVERNANCE AND CONTINUITY

We facilitate family meetings designed to cultivate both financial and non-financial values, fostering a seamless and enduring transfer of wealth. Our approach includes age-appropriate financial education, encompassing all generations, to ensure everyone is aligned with the family's financial goals and principles.

HOW IT WORKS

Connect with one
responsive and dedicated contact to eliminate redundant communications with banks, attorneys, other advisors, and trustees.

Develop financial literacy with younger family members.

Facilitate difficult conversations surrounding life changes: marriage (and pros/cons of prenuptial agreements), divorce, special needs, spending patterns.

Conduct regular comprehensive estate reviews to evaluate
and implement planning recommendations.

Optimize overall wealth management strategy across investments, real estate, and business holdings.

Provide independent and nimble action unlike large banks.

Coordinate and control performance of family advisors.

Streamline legal and financial affairs. Sharing legal and tax documents with accountants and attorneys.

Evaluate and implement strategies for wealth transitions to younger generations.