Elegant old money style, deep navy and light beige theme, draw a leather notepad with navy

PALMETTO POINTE FAMILY OFFICE

Supporting You in Your Wealth Journey

EXPERTISE MEETS PERSONALIZED SERVICE

At Palmetto Pointe Family Office, we specialize in providing exceptional executive assistance, family office management, and lifestyle management tailored to the unique needs of affluent families. Our extensive experience ensures a dedicated approach to wealth management.

You’ve won capitalism. You may have thought that making the money was the hard part, but now you see that holding on to it and managing is even harder.

Our team excels in offering financial management, asset acquisition strategies, and effective communication with banks, attorneys, and accountants.

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Discovery Call

WHAT WE OFFER

Boutique Multi-Family Office relationship that can perform CFO duties for you, both personal and business, as well as HR for your assistants and staff, and help you find good lawyers, bankers, and other professionals.

Our Commitment

We offer sophisticated, independent financial coordination and oversight, serving as the central organizational hub for individuals and families with complex business structure and wealth. We bridge the gap between the advice you get from your accountants, attorneys, investment advisors, and financial institutions.

Our commitment is to provide objective clarity, we do not sell investments. We ensure every component of your financial life works together clearly, securely, and efficiently.

Our Role

We serve as your trusted financial command center:

Coordinate all aspects of your financial life across various professionals
Offering discrete counseling bringing structured organization to complex financial affairs
Creating seamless communication and flow of essential data between your accountant, attorney and advisor
Delivering a unified long-term perspective to simplify decision making

Services We Provide

We can create a tailored package that serves your administrative needs.

Reach out to discuss your goals, priorities, and administrative needs.

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What our relationship may look like:

Core Package - Family Office CFO

This package offers consolidated reporting and proactive financial coordination.

We provide ongoing financial leadership and structured reporting for clients with multiple entities, properties, or advisors who need deeper coordination and planning.

Services include:

Consolidated financial reporting across accounts and entities
Cash-flow monitoring and liquidity planning
Review of accounting, tax, and investment reports
Coordination with CPAs, attorneys, trustees, and advisors
Quarterly financial review meetings
Oversight of insurance, estate, and entity documentation
Support for real estate, philanthropy, and major decisions

Ideal for:

$10M–$30M net worth
Multiple LLCs, trusts, or properties
Desire for proactive financial oversight and structure

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Full Family Office Oversight

This package provides comprehensive financial operations and strategic leadership.

A high-touch, limited-client engagement providing full coordination of the client’s financial life, similar to an in-house family office.