One of the oldest forms of a business organization is the family-owned business. The complexities associated with managing multi-generational wealth can be overwhelming, even for those who are savvy.
Our accredited professionals at Quantum Strategies have developed a reputation for focusing on the financial health of an organization, building and protecting your wealth to sustain future generations.
We provide a full spectrum of administrative lifestyle and concierge services.
- Family governance
- Charitable planning
- Budgeting and cash flow
- Lifestyle & concierge service
- Debt management and bill paying
- Family education
- Assistants in transactions
- Succession planning
- Investment management
- Risk management
- Retirement strategies
- Deferred compensation planning