Shared-Family Office Services
Families of wealth face both financial and non-financial challenges when managing their lives. We are dedicated to assisting families of wealth in developing strategies that will achieve their lifetime and legacy goals and objectives.
In 1998, we expanded our traditional wealth management services to include Family Office services which provide a broad scope of specialized assistance in financial administration and lifestyle management. Our skilled professionals help in cash flow management, risk management, investment oversight, and management of multiple residences. Planning does not exist in a vacuum. As a CFO for the family, we ensure the integration, implementation, and ongoing coordination of the traditional financial planning disciplines, as well as the following services:
- Tax Compliance, Planning and Preparation
- Investment Policy and Asset Allocation
- Portfolio Strategy and Manager Selection
- Investment Performance Monitoring
- Portfolio Accounting
- Alternative Investment Tracking
- Trading
- Bookkeeping
- Financial Reporting
- Cash Flow Management
- Estate and Wealth Transfer Planning
- Insurance and Risk Management
- Foundation and Philanthropy Management
- Personal Finance Management
- Concierge Services
- Data and Document Management
The Person to contact
The Daniels + Tansey specialist in Shared-Family Office Services is Christopher ‘Kit’ Daniels. He can be reached at 302-442-6205, or emailed at cdaniels@danielstansey.com