Franklin Street Partners’ family office capabilities are closely aligned with the trust and investment services we provide to our clients. Rather than providing one bundled package of services, we custom design the comprehensive financial services you’ll need and collaborate with you, your family and your other professional advisors. Our team will coordinate as much of your business and personal financial affairs as you desire. In addition to Franklin Street Partners’ investment management and trust services, we also provide services in the following areas:
- Tax planning
- Financial planning & budgeting
- Bill pay
- Family governance
- Legal & accounting coordination
- Insurance planning & coordination
- Real estate transactions & management
- Execution of major purchases
- Management of financial or business needs