Live Oak Family Offices manages the process of managing wealth. We help families of wealth ensure the preservation and growth of their family heritage and financial assets. A select and limited group of families share our assistance in managing a wide array of assets and issues – planning, investment management, asset protection, cost control, financial education, family philanthropy, and a host of other needs.
By collaborating with each family’s other trusted advisors, Live Oak provides a full complement of life and wealth management services, delivered in a seamless integrated package. You have but one call to make for a solution to any problem.
Recently one of our clients sent an introductory letter to a few of his friends. What we do for our client families and the attendant value of our services is well summarized by these excerpts from his letter:
“His role in my personal life is very much like the CFO of a business. He integrates day-to-day oversight of my financial affairs and is also addressing longer term estate planning for my family – those areas where I lack the necessary time, expertise or attention to detail. I just make one call:
- He coordinates the involvement and advice of my attorneys, accountant, money managers and risk managers to craft the best solution as issues arise;
- He takes care of details that might otherwise slip through the cracks;
- He acts as a buffer between me and the many sales people who call on me;
- He and I wrote an investment policy that offers both near term and long term guidance for our investment decisions;
- He oversees our money managers, objectively assesses their performance, and analyzes new investment opportunities; his strategic focus is producing returns more in line with our goals and risk tolerance, and it certainly gives me comfort that we are on the right track;
- He has initiated an estate planning review that will more adequately satisfy our intent for both family and community;
- And most importantly, he has no allegiances except to me; he is not part of a larger entity, so his advice is strictly aligned with the best interests of my family.
Whether viewed as a necessity or luxury, his involvement is an attractive value proposition for me. His involvement has given me a level of comfort that is well worth the annual cost, and I am positive my family is better off because of the effort.”