Palmetto Pointe Family Office
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 have 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.
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 provide sophisticated, independent financial coordination and oversight, serving as the central organizational hub for individuals and families with complex wealth, multiple entities, and business interests. We bridge the gaps between your accountants, attorneys, investment advisors, financial institutions, and other professionals.
Our commitment is to provide objective financial oversight without selling investments or financial products. We work alongside your existing advisors to ensure the many components of your financial life are coordinated, organized, and working together efficiently - while providing you with a clear, consolidated view of your overall financial picture. Based in Myrtle Beach, South Carolina, we serve families and privately held businesses throughout South Carolina, including Charleston and the Grand Strand, as well as clients nationally.
Our Role
We serve as your trusted financial command center:
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Coordinate all aspects of your financial life across various professionals
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Providing discreet financial guidance and structured organization for complex financial affairs
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Creating seamless communication and flow of essential data between your accountant, attorney, and advisor
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Delivering a unified long-term perspective to simplify decision-making
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:
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Consolidated financial reporting across accounts and entities
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Cash-flow monitoring and liquidity planning
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Review of accounting, tax, and investment reports
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Coordination with CPAs, attorneys, trustees, and advisors
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Quarterly financial review meetings
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Oversight of insurance, estate, and entity documentation
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Support for real estate, philanthropy, and major decisions
Ideal for:
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$10M–$30M net worth
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Multiple LLCs, trusts, or properties
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Desire for proactive financial oversight and structure
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.
Services include:
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Multi-entity financial oversight and consolidated reporting
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Cash management, transfers, and payment approval workflows
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Direct coordination with all professional advisors
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Support for real estate transactions and major investments
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Philanthropic planning and administration coordination
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Estate and trust implementation oversight
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Strategic financial planning and scenario analysis
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Ongoing availability for time-sensitive matters
Ideal for:
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$25M+ net worth
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Complex entity structures or operating businesses
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Need for continuous financial leadership and coordination
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