Family Office services exist to simplify complexity, not create it. As wealth expands, businesses evolve, and generations grow, families often find themselves managing a growing number of advisors, accounts, entities, and decisions. Without an Outsoured Family Office, important details can be overlooked, and alignment can begin to erode.
A team lead by your L&S personal CFOs brings organization to that landscape. It provides a centralized view of financial activity, risk exposure, cash flow, and governance considerations, while allowing each advisor to continue working within their area of expertise. The focus is not control, but clarity.
For many families, this becomes necessary after liquidity events, business transitions, or generational shifts. What once worked informally no longer scales. Decisions begin to overlap, responsibilities become blurred, and communication becomes increasingly difficult to maintain.
Our Family Office services help establish structure around how information flows, how decisions are made, and how responsibilities are shared. By coordinating advisors, reporting, and planning efforts, families can gain a clearer understanding of their current situation and how their decisions align with long-term goals. The result is a steadier framework that supports continuity across generations.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited, and no cash or non-cash compensation was paid for such testimonials. Not all clients were solicited to provide all testimonials. No client or potential client should assume that any information presented or made available in this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
Common questions from our clients
Family Office Services help coordinate financial information, advisors, and planning efforts. They provide oversight and structure, ensuring that decisions are informed and aligned, while existing advisors continue to manage their specific responsibilities.
Family Office Services are appropriate whenever complexity increases. This may result from growth, liquidity events, multiple entities, or generational expansion rather than asset size alone.
Families often explore an outsourced Family Office model when decision-making becomes fragmented or when oversight feels reactive instead of intentional. However, it can always be helpful to address issues before they arise–not just after.
A Family Office creates a shared view of financial information, priorities, and responsibilities. By bringing advisors, reporting, and planning into a single, coordinated framework, decisions become more deliberate, timely, and aligned, rather than reactive or siloed.
If you’re thinking about legacy, succession, or long-term integrated wealth planning, we’re here to listen and help you think through what comes next.
Call us at: (405) 612-2294
