Family Office Services

We want to be your Family’s Chief Financial Officer. There are responsibilities and tasks that are burdensome and time consuming that we can assume.

Time is valuable. Whether you are seeking to delegate personal finances to maximize productivity while working, or you are in retirement and seeking to spend more time enjoying life, Wave can help. We want to be your Family’s Chief Financial Officer. Wave Wealth can assume some of the responsibilities and tasks that have become burdensome and time consuming for your family.

Perhaps your wealth has outgrown the need for one advisor. We can act as your delegate in investment selection, allocation, implementation, and monitoring. Would you place your entire portfolio in one stock? Of course not. Once your wealth has eclipsed the ability to be managed by a single advisor, it makes sense to diversify among multiple investment managers. Ultra high net worth families tend to have a minimum of 3 advisors. Wave can be your delegate to seek and monitor these advisors, and provide you with consolidated summaries and reporting.

You may already have established relationships with other advisors. Let us become your advocate to ensure that those advisors are fulfilling the expectations that were set when you began working together. We can do this from a completely unbiased perspective due to no fixed affiliations with investment managers.