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Family Office Investment Consulting

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Through our affiliate, Plante Moran Financial Advisors*, our Family Office Services Group, provides independent, objective investment advisory services. We provide acting as a traditional investment advisory services or as act a discretionary outsourced chief investment officer.

We have no banking, investment management or financial products to sell, which allows us to be completely objective and transparent, ensuring our team provides conflict-free, client-first solutions for long-term wealth preservation and growth.

Utilizing a robust in-house investment research team, our experienced advisors build programs that help protect assets, minimize risk, understand changing regulations, ensure compliance and support your family office. We manage portfolios to optimize performance within guidelines you set including investment strategy, portfolio construction, risk management, and manager hiring, firing and rebalancing. Back-office teams manage investment operations of the portfolio, reducing the client’s administrative burden.

* Plante Moran Financial Advisors is ranked #1 CPA firm financial advisors - Accounting Today's, 2019. We are also ranked #1 RIA Channel Top 100 Wealth Managers - Forbes, 2019.

Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.

Investing your organization’s assets

Group of people working
4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
John Lesser Wealth Management
Article November 6, 2019 4 min read
This is one retirement saving strategy your boss probably won't support
Michael Krucker
Article April 27, 2018 1 min read
Culture: If it's not broken, how can you fix it?
Article December 21, 2017 4 min read
Five steps to a financial wellness plan
Article August 15, 2017 3 min read

Best in class family office operations

Senior couple
60 min watch
Best practices for family offices working in a remote environment

Concerned about the future of working remotely? Our family office experts joined the Family Office Exchange for a webinar to weigh in on a few best practices and how to excel in this new normal.

Mark Blumenthal
Webinar June 17, 2020 60 min watch
Structuring transactions and tax planning in difficult times
Mark Blumenthal
Webinar May 13, 2020 66 min watch
COVID-19 tests the family office model: A roundtable discussion
Mark Blumenthal
Article April 16, 2020 8 min read
Seven fundamental principles of a 1031 exchange
Laurice Saba
Video July 10, 2018 8 min watch

Investment Consulting Thought Leadership

  • Services and operations assessment: Can you minimize interruptions?

    The unprecedented impact of COVID-19 is causing a disruptive domino effect in supply chains around the world. In this environment, you’ll need to pivot and adapt at a moment’s notice. Do you know what are your highest-priority products and services? Are you in contact with your core suppliers and customers? Have you taken the right steps to keep on-site operations as safe as possible? Take our assessment to patch any holes in your preparedness plans.

    Assessment March 31, 2020 10 min read
    Boxes on a loading dock on top of wood pallets.
  • Independence and objectivity: What incents your investment advisor to act in your best interest?
    When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
    John Lesser Wealth Management Mark Corombos Wealth Management
    Article November 6, 2019 4 min read
    Three people greeting one another with man and woman shaking hands.
  • Tax reform: What are the implications on M&A structuring?
    How will the Tax Cuts and Jobs Act affect private equity investors and sponsors? Available from ACG Global, view the on-demand webinar to hear from our experts on the key provisions and strategies that you need to know about tax reform.
    Michael Monaghan Jeremy Sikkema
    Webinar February 14, 2018 60 minute watch
    Image of the top of the capitol building in Washington D.C.
  • Tax reform: What private equity needs to know now
    The Tax Cut and Jobs Act could alter the mechanics of equity investing and the expected returns from those investments. What are the key provisions that private equity investors and sponsors need to focus on now? Find out at ACG New York.
    Annette Tenerelli-Lemke
    Article December 27, 2017 3 minute read
    Image of two businessmen sitting at a table reviewing information on a laptop.

Our Team

Each family office client has a single lead relationship partner who creates a customized approach and experienced team to meet your needs. We start the process for designing the client experience by listening and helping you identify your office’s challenges and goals. Organized around industry and technical expertise, there are over 120 professionals who work within our family office industry group. Our purpose is to support you in an effort to protect, preserve and enhance their wealth.