Family Office Services
Every family office is different. We elevate yours.
Through an affiliated entity, WMK Family Office, we offer a suite of family office services that can act as your full-service provider or partner with your key relationships to fill in needed gaps. Our approach seeks to ensure all decisions are made to align with the family’s long-term values and goals. We partner with best-in-class providers as needed to drive optimal results.
Our goal is to maximize every opportunity to unlock value in these structures while ensuring regulatory and operational soundness. We are comfortable managing assets and negotiating investment policy statements across a wide range of reinsurance structures.
Investment Management
Comprehensive investment oversight, consolidated reporting, asset allocation strategy, risk management, and family governance structures are all available to the extent needed from a family office. This can range from investing alongside us in unique opportunities to full OCIO services.
Personal CFO Services
We offer fractional CFO services that covers everything from tax planning and cash flow analysis to real estate and lending oversight.
Estate Planning & Risk Reviews
Our partners offer comprehensive estate planning reviews as well as insurance and risk reviews. The goal is to preserve and protect family legacy across generations.
Business Consulting & Succession Planning
Our operational experience enables us to provide strategic guidance for business transitions, succession planning, liquidity events, and complex business challenges—leveraging our unique perspective as business owners who’ve navigated these waters ourselves.