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Family Office Services

Beyond Traditional Wealth Management 

Premier service for families who want an integrated approach to their financial care.

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Elevate Your Financial Life

As wealth grows, life rarely gets simpler. Multiple accounts and entities, trusts, and charitable priorities - often coordinated across separate, unaffiliated professionals - can make your financial life harder to align and manage. At times, simply keeping everyone in sync can feel like a full-time job.

Evermay’s Family Office Services are designed for families who value discretion, elevated coordination, and consistent follow-through. We integrate investment management with tax planning, including tax preparation and advice, and estate planning capabilities so the moving parts of your financial life work as one - reducing administrative burden, improving decision-making, and helping to ensure your plan is executed with care.

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What Changes For You?

Less to manage. More confidence in how decisions are executed.

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Family Office Services are built to deliver an experience that feels calmer, more organized, and more deliberate:

 

A single point of accountability across your investment, tax, and estate planning priorities

Proactive oversight so opportunities and issues are addressed before they become urgent

Coordinated execution that keeps strategies aligned across investments, documents, and timelines

Reduced friction means fewer handoffs, fewer repeated conversations, fewer loose ends

Continuity across generations so your family has a framework, not just a collection of accounts

Solving One of Your Biggest Risks: 
Fragmentation

For many high-net-worth families, the most important risk factor isn’t market volatility, it’s fragmentation: good advice delivered in silos but with inconsistent implementation, and unintended consequences or missed opportunities that show up later as increased tax burdens, unnecessary administrative red tape, or inadvertent impacts on your family’s estate plan.

Evermay’s Family Office Services help ensure that major decisions, such as liquidity events, significant charitable or family gifts, trust funding, or concentrated stock position management, are evaluated through a coordinated lens and carried through with precision.

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Scope Of Services

Family Office Services provide enhanced coordination and oversight across investment, tax, estate, and legacy-related matters. Services may include, but are not limited to:

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Integrated tax strategy, planning, tax advice and return preparation, and ongoing advisory collaboration
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Estate planning coordination, administration, and in-house document drafting*
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Planning related to liquidity events and concentrated positions
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Gifting strategies for family members and charities, and legacy planning
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Multi-generational wealth transfer and the family dynamics involved
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Facilitated in-house synchronization between your wealth advisor, tax professionals, and estate planning attorney

*In-house document drafting availability varies by engagement and jurisdiction; certain matters may require outside counsel.

Are Family Office Services A Good Fit For You?

Family Office Services are designed for families who value a high-touch experience and desire elevated coordination - typically when their wealth objectives include:
A preference to streamline decision-making and reduce administrative burden
Significant philanthropic goals or sophisticated gifting strategies
Multi-generational planning and family stewardship considerations
Multiple entities, trusts, or complex cash flows
Managing a significant concentrated stock position or considering a meaningful liquidity event

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Ready To Learn More?  

As your family’s financial life grows more complex, Evermay Family Office Services helps simplify and align every moving piece, coordinating a dedicated team with a higher standard of execution. Schedule a confidential conversation to see why Evermay is the right fit.

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