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.
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Axxcess Wealth Management, LLC
6005 Hidden Valley Road, Ste 290
Carlsbad CA, 92011
We can help you with several areas of organizational efficiency:
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.
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.
Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.
123 Brans Road San Diego,
6005 Hidden Valley Road Suite 290
Carlsbad California, 92011.