Family Office Services
At Burkett Asset Management, we work alongside or help coordinate each client’s team of professional advisors to deliver a comprehensive suite of services for high-net-worth clients and their families. As a family-owned and operated portfolio management firm, we have a first-hand perspective on the intricacies involved in the transition of wealth and business from one generation to the next. We use our expertise to address the needs of our clients by translating complexity into value, with the preservation of wealth of paramount importance.
Family Office clients have a minimum of $5 million in investable assets.
Integrated service for family offices
The close proximity of our investment management firm to our separate tax and account practice provides a seamless solution to our client’s financial needs.
We assign a lead relationship manager to each client. Charged with delivering excellent client service, these individuals are responsible for coordinating all of our services on behalf of each family. This integrated approach means clients receive a seamless service, encompassing both accounting and investment-related aspects of their assets.
Our family office services include:
- Development of overall investment plan governed by a customized investment policy statement
- Coordination of in-house investment management with outside specialist managers or passive index-linked strategies where appropriate
- Tailored financial planning that includes ongoing tax compliance and planning
- Wealth transfer advice and business succession planning
- Trust and estate planning
Why choose Burkett Asset Management?
We always act with care, honesty and good faith. As Investment Counsel Portfolio Managers, we have a fiduciary duty to always act in the best interest of our clients.
We take time to truly understand the needs of each family, constructing portfolios that are tailored to their unique requirements.
We employ transparent pricing across an open architecture format. Our scale helps us to deliver best pricing on services that we then pass through at cost to clients.
Our independence gives us the utmost flexibility to tailor our service to the individual needs of each client family.
Clients benefit from our wide opportunity set. To deliver the best results, we pick from a broad range of investment solutions including in-house mandates, passive mandates, and external specialty managers.
We can access virtually any product or service from any firm. This flexibility enables us to combine the optimal mix of strategies to meet clients’ needs.