Family Office-Type Services – Plan. Protect. Grow.
Achieve your family’s financial goals whilst protecting and growing your legacy.
Family office-type services offer numerous advantages for high-net-worth families and individuals seeking comprehensive and tailored financial management and support.
ChapmanCraig family-office type services encompass a range of financial and administrative support tailored to meet the unique needs of high-net-worth families and individuals, with the ultimate purpose of managing and preserving a family’s wealth, assets, and overall financial well-being.
Our family office-type services are broken into three categories: Asset Allocation, Life Planning, and Professional Advisory:
*Done in conjunction with a trusted third-party referral.