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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.

Best in class family office operations

Senior couple
5 min read
The new family office 5.0 model: A flexible solution for the evolution of the family business

While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented flexibility when selecting the right family office structure.

Mark Blumenthal
White Paper January 22, 2021 5 min read
Family office best practices for selecting enterprise software
Jack Kristan
White Paper April 26, 2021 5 min read
Best practices for family offices working in a remote environment
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

Investment Consulting Thought Leadership

  • 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 11, 2020 4 min read
    Three people greeting one another with man and woman shaking hands.
  • IT assessment: Can your IT infrastructure support you through COVID-19 disruption?

    A weak IT infrastructure can hinder your COVID-19 crisis navigation. Your technology should be robust enough to support remote work when needed, smart enough to support your decision-making, and secure enough to protect you from cybercrime. You’ll also need the right team to keep your technology running smoothly. Take our assessment to evaluate your IT strength and find out where you need to devote additional resources.

    Assessment March 31, 2020 10 min read
    A girl sitting on a table with headphones on with a laptop computer on her lap.
  • 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.
  • 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.

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.