FAMILY OFFICE

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Boutique Family Office

The ultra-wealthy employ an in-house team of professionals comprising of accountants, investment advisors, legal counsel, and other specialists to manage their wealth through a structure known as a Single Family Office.
At Linked, for families who need the next level of support, we personalize a boutique family office environment to complement the size and complexity of your family’s goals and objectives.

Think of us as your Family CFO with a holistic approach so you can focus on what matters most.

Holistic Family Office Services

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Tax Planning

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business strategies

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wealth management

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legal structure

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insurance & risks

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family governance

How It Works

At Linked, we believe every business owner and affluent family should have an integrated tax & wealth team. Each family is unique in it needs, but in general our families personalize one of the two service levels outlined in the chart below.

It is your wealth, your vision. We help you simplify the complex so you can focus on impact and legacy.