家庭办公服务

Managing your family’s wealth is a very important responsibility that can be time consuming 和 requires financial expertise. 随着时代和生活的变化, this responsibility takes time 和 attention away from other business or personal ventures.

Trust LBMC Family Office to absorb the management of your day to day responsibilities. We have been taking care of some of 纳什维尔’s most prominent families for 30 years. Let us take care of you 和 your family in the same way.

LBMC Family Office works closely with your family to underst和 your special situation, 问题和目标.

LBMC Family Office team provides peace of mind 和 coordination for high-wealth households with complex financial commitments that require vast expertise in many facets.

为什么是LBMC家族办公室?

There are many benefits to outsourcing to us:

  • We have the advantage of internally coordinating with other departments to make processes seamless because of the wide breadth of services our LBMC family of companies offers.
  • Without an internal staff, there is no worry of turnover, vacation or training new employees.
  • There are potential cost savings associated with consolidating multiple services from many providers to one. The level of knowledge 和 expertise harnessed through outsourcing to LBMC Family Office exceeds internal family office capabilities.

Our services include, but are not limited to:

  • 会计 & 报告
  • 房地产、礼品 & 信托计划
  • 慈善服务
  • 税收筹划 & 合规
  • Investment 咨询 服务
  • 为支付账单 & 预算
  • Asset Protection 保险 服务

管理团队

Link to 辛迪 家庭办公服务

辛迪 哈珀

Shareholder, Practice Leader 财富顾问

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