Axxcess is a strategic advisor to business owners, high net worth investors, and family offices.

located in san diego, california

Family Offices

introduction

Family Offices

Family office clientele Axxcess has in-depth knowledge of family planning objectives, and is well equipped to assess the complexity, investment horizon, and navigate the vast set of investment opportunities, and assist the FHO in making informed decisions about the allocation and preservation of capital. Wealthy Families typically treat investment management, lifestyle, business and estate planing functions as one interrelated plan.

Leverage our platform

If you are an Family Office manually accounting for the investment decision you make, please take a deeper dive into what we are doing.

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Contact Us

Axxcess Wealth Management, LLC
6005 Hidden Valley Road, Ste 290
Carlsbad CA, 92011

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Partner with us.

We can help you with several areas of organizational efficiency:

  • Middle Office services
  • Back Office services
  • Work on accounts, as well as business lines, and entire books.
Contact an Advisor

A disciplined approach:

  • We will begin with the roles, responsibilities  and objectives of the FHO director, family governance, and generational issues, including fiduciary compliance and current structure. 
  • We will assist the family office in establishing or reviewing their investment plan and IPS.
  • Expertise – Benefit from our considerable experience and leverage our knowledge, relationships, and infrastructure.
  • Customized portfolios – Provide portfolios customized to meet your unique investment objectives and complement existing investments.
  • We will review and organize current allocations, bank financing/lending arrangements, and risk management.
  • Visibility - All of your holdings can be accessed in one place, in a secure online portal, daily.
  • Our family office service typically make sense for clients with a minimum investable net worth of 25 million.

Conduct an initial review:

If you are using an outsourced TAMP/UMA provider now, and your larger more complex clients just dont seem to be a good fit, reach out to us and talk about how we have solved some of the key issues you face.

Platform

Work with us:

Our family office services should be considered for business owners with a current or pending liquidity event, or for clients with intergenerational wealth seeking to organize their affairs in a more formal governance structure.

Our TAMP/UMA functionality is priced based on the nature of the work being done. Our focus is on 3c(1) and 3c(7) clients.

More than what you have on paper.

Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.

We’ll do our best to answer in less than 24 hours.
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address

123 Brans Road San Diego,
California 94070.
United States.

Get In
Touch With Us

address

6005 Hidden Valley Road Suite 290
Carlsbad California, 92011.
United States.

Email

admin@axxcesswealth.com

phone

858.217.5347