Family Office Services

Resources For Your Family’s Needs

We understand that the needs of high-net-worth and ultra-high-net-worth families are often multi-faceted and complex. Whether providing advice regarding investments, tax strategy, estate and legacy planning, trust solutions, or philanthropy, our team of specialists can help lessen your family’s burden. Our wise counsel will provide ongoing professional guidance and oversight on the road to helping pursue your family’s goals.

We know your family’s financial needs are complex and interdependent – investment management, tax management, estate planning, and retirement planning, to name a few. Because Savant’s team includes financial advisors, investment researchers, estate planning specialists, attorneys, an in-house private trust department, tax accountants, and accounting professionals, we can help coordinate these complexities all in one place. In essence, Savant’s comprehensive solution becomes your family’s personal financial concierge.

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How Savant Works with Your Family

The needs of high-net-worth and ultra-high-net-worth families are often multi-faceted. Savant can address and help make those challenges easier by:

Helping simplify all your financial demands so you can have the freedom and flexibility to pursue other life interests
Protecting and helping grow your family’s wealth that has successfully been accumulating
Giving you the ability to provide for the people you care for and the causes you are passionate about
Being your family’s steward and advocate in financial matters by working with internal and external partners to ensure there is a comprehensive approach to your unique needs and circumstances
Acting as a thought leader for governance and education, providing insights and resources to your family

Investment Management

Our steady investment approach is structured to anticipate the ups and downs of the markets. We will create a portfolio based on your family’s return needs and risk preferences.

Financial Planning

We perform an objective and complete review of your current financial situation. This helps formulate and propose optimal planning strategies to closely align your decisions and assets with your goals and priorities.

Estate and Legacy Planning

Savant’s in-house team includes a roster of attorneys and other financial professionals who specialize in the intricacies of estate planning. We provide guidance to help families preserve, protect, and transfer wealth.

Tax Strategy and Planning

Our tax team collaborates with your advisor to uncover and identify ongoing opportunities for you and your family to consider—not just during tax season, but throughout the year.

Trust Services

Savant Private Trust can support all your trust administration needs and has built a reputation for financial strength, security, safety, and stability.

Accounting and Consulting Services

We offer a wide range of accounting, payroll, and business consulting services. By providing a high-level CPA resource for your business, we can help eliminate the need for additional staff or overhead.

Savant Legal, LLP

Our affiliated law firm specializes in drafting and implementing estate plans, trust and estate settlement services, and other services specific to high-net-worth families.