Services
Achieve optimum outcomes for sustainable family wealth.
Significant family wealth comes with a level of complexity that a standard advisory relationship isn't built for. Our Family Office brings investment oversight, reporting, governance and coordination of outside advisors together under one roof.
Families with substantial, multi-generational wealth often end up managing a patchwork of attorneys, accountants, insurance agents and investment managers themselves. Our Family Office exists to be the coordinating hub — so the family can spend less time managing advisors and more time on what the wealth is actually for.
What our family office does
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Consolidated reporting
We bring together holdings across accounts and institutions into a single, clear picture of the family's overall financial position.
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Coordination of outside advisors
We work directly with your attorneys, accountants and other advisors so strategies are aligned instead of working against each other.
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Family governance & education
We help families establish decision-making structures and prepare the next generation to be informed, engaged stewards of the family's wealth.
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Specialized services
From philanthropic strategy to bill pay and concierge-level administrative support, we tailor the scope of services to what each family actually needs.
Who our family office serves.
In Practice
Family office needs look different at every stage of a family's wealth. Here's how our support typically breaks down.
- We help establish shared reporting and communication so multiple generations see the same clear picture.
- Family meetings and governance frameworks are structured to reduce friction around future decisions.
- We support next-generation education so heirs are prepared to engage with the wealth they'll eventually manage.
- We help plan for and manage the proceeds of a business sale or liquidity event.
- Diversification strategies are built to reduce concentration risk tied to a single business or industry.
- We coordinate with your business's legal and tax advisors during transitions.
- We help design and administer private foundations, donor-advised funds and charitable trusts.
- Giving strategies are integrated with the family's broader tax and estate plan.
- We support families in articulating and passing down a shared philanthropic mission.
- Bill pay, cash flow management and household financial administration, handled discreetly.
- Coordination of insurance reviews and risk management across the family's assets.
- A single point of contact for questions that would otherwise mean tracking down several different advisors.
About Michi Trust Managers
Michi Trust Managers, N.A. is a nationally chartered trust bank, wholly owned by Michi Financial Holding Company. Michi Financial Holding Company is also the sole owner of Michi Trust Managers Delaware, a Delaware limited-purpose trust company. Both entities provide fiduciary and non-fiduciary services, including trustee, custodial, agency and investment management services, along with personal trust, retirement plan and family office services.
Michi Financial Holding Company and its subsidiaries do not provide legal, tax or accounting advice. Please consult your own advisors to determine how this information applies to your situation.