SERVICES

  • Advanced Insurance Planning

Our team will focus on leveraging and ensuring your assets in the event of your passing or retirement through different industry tools; life insurance, charitable concepts, and trust accounts. The main focus is preventing unjust taxation, advising wealth management, and securing your family’s legacy.

  • Business Evaluation

Before moving forward with your business goals, whether a new investor or expansion, we will can work with you & your trusted advisors to help you determine your business value.

  • Business Planning Strategies

Business Planning Strategies allow business owners to assess their current situation to move to the next project or goal. A SWOT analysis is performed to identify the business’s strengths and weaknesses. Once the strengths and opportunities have been identified, the following steps involve executing and evaluating the business planning strategies.

  • Charitable Giving

Supporting your philanthropists’ projects through charitable giving is a notable cause. Charitable giving, however, has become more complex, and it is essential to comprehend how to execute it to ensure maximum efficiency for your business. We will evaluate and advise on how to maximize your benefits when donating through the means that best suit your company.

  • Comprehensive Financial Review

The evaluation of your current financial standing is pivotal to your continued success. While performing a Comprehensive Financial Review, we will analyze your assets, liabilities, tax implications, overall risk, and portfolio diversification. We want to work efficiently toward your next financial project or goal; to do so; we perform a detailed analysis of your current finances.

  • Family Office Collaboration

Protecting your family’s business and wealth aligns with Elite Family Office’s core values. If you already have your own family office, we would be happy to work directly with them to expand your portfolio beyond your current assets.

  • Legacy Planning & Trust Services

Our mission is to protect your family’s legacy. Commencing your legacy planning and protecting your assets is crucial. A legacy and trust plan provides investment administration and comprehensive wealth management services such as tax advice and financial planning services.

  • Life Insurance Premium Financing

Life Insurance Premium Financing is a strategy that may be useful to high-net-worth individuals who don’t want to liquidate assets to pay for costly life insurance premiums outright.

  • Liquidity Management
A liquidity management analysis maps out your financial health. Elite Family Office will evaluate your current/ future debts, obligations, investments, and ability to pay for them with your liquid assets. This analysis lets you decrease liquidity risks, which can jeopardize your future investment opportunities.
  • Holistic Financial Planning
Our main priority is educating and guiding our clients. Whether your goals are to invest in real estate, estate planning, charitable giving, or secure your legacy, we will explore the best venue for your long and short-term goals of wealth.
  • Wealth Management

There are many factors that affect choosing a customized wealth management plan. Our team of financial professional regularly monitor your portfolio to ensure you are taken care of based on your goals. While working with our team, we create a customized portfolio and continually evaluate your portfolio in order to help you towards your goals. By leveraging a team that prides itself on seamless proactive service, disciplined investment process, and accountability, you are served with the ELITE experience.