Focus on Living Your Legacy, We'll Do the Rest

Balancing a demanding tech career with a fulfilling family life means being as efficient as possible with your time.

At Franklin Madison Private Wealth, we understand the challenges you face in balancing professional success with personal commitments.

Our Family Office Services are designed to take the administrative burden off your shoulders, providing a concierge-level experience that handles every aspect of your wealth management efficiently and discreetly.

Your time is valuable, and managing the administrative aspects of your money shouldn’t detract from your professional focus or family time.

That’s why our Virtual Family Office Services are all about simplification, efficiency, and peace of mind.

• Secure Bill Payment and Budget Tracking: From managing bill payments to tracking budgets, we’ll help you handle day-to-day financial tasks, ensuring everything is taken care of in a timely and accurate manner.
• Personalized Financial Concierge Service: Our concierge service is tailored to meet your unique needs, handling everything from complex financial transactions to simple administrative tasks.
• Wealth Administration and Reporting: We provide thorough wealth administration, including detailed reporting and analysis, always giving you a clear and comprehensive view of your financial status.
• Professional Advisor and Liaison Services: As your fiduciary, we’ll coordinate with your other professional advisors, ensuring a seamless management experience across all aspects of your wealth.
• Efficient Coordination of Financial Resources: We manage the coordination of your financial resources, from investment accounts to trusts and estates, ensuring a harmonious financial strategy.
• Staff Vetting and Administration: We offer vetting and administrative services for clients who employ personal staff, ensuring that your household runs smoothly and securely.
• Family Governance Structures: We’ll help you develop governance frameworks that encourage family participation in wealth management decisions and help foster unity and a shared family vision for the future.
• Regular Family Meetings Facilitation: We’ll help organize and facilitate family meetings to discuss estate planning, changes in family dynamics, and adjustments to the estate plan as needed.
• Crisis Management and Resilience Planning: We’ll help prepare your family to handle unforeseen circumstances with strategies that ensure resilience and continuity.