--- title: Sollinda Family Office | Strategic wealth solutions for families --- [Skip to content](https://sollindafamilyoffice.com#main-content) [![Sollinda Family Office](https://sollindafamilyoffice.com/hubfs/sollinda_logo.svg "Sollinda Family Office")](https://sollindafamilyoffice.com/?hsLang=en) - [Who We Are](https://sollindafamilyoffice.com/#who-we-are) - [Services & Solutions](https://sollindafamilyoffice.com/#services-solutions) - [How It Works](https://sollindafamilyoffice.com/#how-it-works) - [Meet The Team](https://sollindafamilyoffice.com/#meet-the-team) - [Why Sollinda](https://sollindafamilyoffice.com/#why-sollinda) - [Get In Touch](https://sollindafamilyoffice.com/#get-in-touch) - [Who We Are](https://sollindafamilyoffice.com/#who-we-are) - [Services & Solutions](https://sollindafamilyoffice.com/#services-solutions) - [How It Works](https://sollindafamilyoffice.com/#how-it-works) - [Meet The Team](https://sollindafamilyoffice.com/#meet-the-team) - [Why Sollinda](https://sollindafamilyoffice.com/#why-sollinda) - [Get In Touch](https://sollindafamilyoffice.com/#get-in-touch) # Designing Wealth Solutions As Unique As Your Family [Get In Touch](https://sollindafamilyoffice.com#get-in-touch) ### Who We Are ##### Sollinda Family Office can act as your family office, providing a comprehensive and strategic partnership. We serve as your centralized advisor, aiming to bring more clarity to complex financial matters through personalized discussions and regular portfolio maintenance. ![Rectangle 176](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/Rectangle%20176.jpg?width=600&height=690&name=Rectangle%20176.jpg "Rectangle 176") ###### Managing substantial family wealth involves coordinating various professionals. Without careful orchestration, conflicting advice can lead to fragmented plans, affecting relationships and potentially compromising wealth preservation across generations. ###### Studies show that most family wealth diminishes by the second or third generation. To counter this trend, affluent families need unified guidance from their professional team. ###### The Family Office structure centralizes the management of your financial affairs, aligning all professionals toward common goals. This aims to enhance strategy effectiveness and ensures a sustained family legacy—more than wealth management, it's a pathway to inter-generational success. ###### Our clients increasingly request services beyond investment strategies, seeking integrated legal, financial, and tax planning. They value continuity and want assurance about who will execute their wishes across multiple generations if they become unable to do so. ### 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 - ###### Integrated Estate Planning - ###### Tax Planning & Advisory Services - ###### Family Governance & Continuity ![Rectangle 177](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/Rectangle%20177.jpg?width=551&height=193&name=Rectangle%20177.jpg) 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. ![service_estate_planning](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/service_estate_planning.jpg?width=551&height=193&name=service_estate_planning.jpg) 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. ![service_planning_advisory](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/service_planning_advisory.jpg?width=551&height=193&name=service_planning_advisory.jpg) 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. ![service_governance](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/service_governance.jpg?width=551&height=193&name=service_governance.jpg) 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. ### 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 ![Rectangle 177](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/Rectangle%20177.jpg?width=551&height=193&name=Rectangle%20177.jpg) 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 ![service_estate_planning](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/service_estate_planning.jpg?width=551&height=193&name=service_estate_planning.jpg) 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 ![service_planning_advisory](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/service_planning_advisory.jpg?width=551&height=193&name=service_planning_advisory.jpg) 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 ![service_governance](https://sollindafamilyoffice.com/hs-fs/hubfs/theme/service_governance.jpg?width=551&height=193&name=service_governance.jpg) 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. ### How it Works ![how_it_works](https://sollindafamilyoffice.com/hubfs/theme/how_it_works.svg "how_it_works") ![strategic_optimization](https://sollindafamilyoffice.com/hubfs/theme/strategic_optimization.svg) #### Strategic Wealth Optimization Align investments, real estate, and business holdings for maximum efficiency and growth. ![review_process](https://sollindafamilyoffice.com/hubfs/theme/review_process.svg) #### Estate Review Process Conduct regular comprehensive reviews to evaluate and implement planning recommendations. ![advisor_coordination](https://sollindafamilyoffice.com/hubfs/theme/advisor_coordination.svg) #### Advisor Coordination Coordinate and control performance of family advisors. ![independent_approach](https://sollindafamilyoffice.com/hubfs/theme/independent_approach.svg) #### Agile & Independent Approach Unlike large banks, we provide independent and nimble action. ![wealth_transitions](https://sollindafamilyoffice.com/hubfs/theme/wealth_transitions.svg) #### Astute Wealth Transitions Evaluate and implement strategies for wealth transitions to younger generations. ![document_management](https://sollindafamilyoffice.com/hubfs/theme/document_management.svg) #### Document Management Streamline affairs by coordinating legal and tax documents with your accountants and attorneys. ![centralized_communication](https://sollindafamilyoffice.com/hubfs/theme/centralized_communication.svg) #### Centralized Communication One dedicated contact eliminates redundant communications with banks, attorneys, advisors, and trustees. ![financial_education2](https://sollindafamilyoffice.com/hubfs/financial_education2.svg) #### Financial Education Develop financial literacy with younger family members. ![family_dynamics](https://sollindafamilyoffice.com/hubfs/theme/family_dynamics.svg) #### Family Dynamics & Sensitive Transitions Facilitate difficult conversations surrounding life changes: marriage (and pros/cons of prenuptial agreements), divorce, special needs, spending patterns. ### Meet the Team ![team__0004_ryan_mumy](https://sollindafamilyoffice.com/hs-fs/hubfs/team__0004_ryan_mumy.jpg?width=150&height=150&name=team__0004_ryan_mumy.jpg) **Ryan Mumy** CEO & Founder ![team__0005_justin_greenhill](https://sollindafamilyoffice.com/hs-fs/hubfs/team__0005_justin_greenhill.jpg?width=150&height=150&name=team__0005_justin_greenhill.jpg) **Justin Greenhill** CIO & Founder ![team__0006_anna_winger](https://sollindafamilyoffice.com/hs-fs/hubfs/team__0006_anna_winger.jpg?width=150&height=150&name=team__0006_anna_winger.jpg) **Anna H. Winger** JD, CFP® Legal and Financial Advisor ![team__0003_anderw_rader](https://sollindafamilyoffice.com/hs-fs/hubfs/team__0003_anderw_rader.jpg?width=150&height=150&name=team__0003_anderw_rader.jpg) **Andrew Rader** CFP® Financial Planning Director ![team__0002_nicole_owenby](https://sollindafamilyoffice.com/hs-fs/hubfs/team__0002_nicole_owenby.jpg?width=150&height=150&name=team__0002_nicole_owenby.jpg) **Nicole Owenby** Chief Operating Officer ![team__0001_brittany_greene](https://sollindafamilyoffice.com/hs-fs/hubfs/team__0001_brittany_greene.jpg?width=150&height=150&name=team__0001_brittany_greene.jpg) **Brittany Greene** Client Service Director ### Why Choose Sollinda Family Office? ![experience](https://sollindafamilyoffice.com/hubfs/experience.svg) #### Experience Work directly with our senior team, not junior associates. ![personal_approach](https://sollindafamilyoffice.com/hubfs/personal_approach.svg) #### Personalized Approach Individualized family office solutions tailored for each family we serve. ![transparency](https://sollindafamilyoffice.com/hubfs/transparency.svg) #### Transparency Your trust is our asset. We prioritize your interests, with no hidden costs or motives. ![valuable_tech](https://sollindafamilyoffice.com/hubfs/innovative_tech.svg) #### Valuable Technology We combine solutions with open, authentic communication for a personalized experience every time. ### Explore Sollinda Family Office ##### Ready to learn how Sollinda Family Office can benefit your family? Schedule a confidential consultation today. ![sollinda_icon](https://sollindafamilyoffice.com/hubfs/sollinda_icon.svg "sollinda_icon") Address Main Office 200 First Ave NW Suite 303, Hickory, NC 28601 Phone Number 844-662-1211 Email [info@sollinda.com](mailto:info@sollinda.com) - [Who We Are](https://sollindafamilyoffice.com#who-we-are) - [Services & Solutions](https://sollindafamilyoffice.com#services-solutions) - [How It Works](https://sollindafamilyoffice.com#how-it-works) - [Meet The Team](https://sollindafamilyoffice.com#meet-the-team) - [Why Sollinda](https://sollindafamilyoffice.com#why-sollinda) This website Sollinda Family Office (this “Website”) is owned and operated by Sollinda Capital Management LLC (Sollinda). Sollinda offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC, nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Sollinda as of the date hereof, which are subject to change without notice at any time. Sollinda does not represent that any opinion or projection will be realized. Neither Sollinda nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current, or complete, and such information is subject to change without notice. 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