YOUR FAMILY'S
FINANCIAL PARTNER

Specializing in Financial Services, Wealth Management, & Legacy Planning

PRACTICE AREAS

OUR
SERVICES

WEALTH MANAGEMENT

At Family Office Ventures, we offer comprehensive wealth management services to help you grow and preserve your family's wealth for future generations.

Life Insurance
Annuities
Traditional & Roth IRA
Individual 401k & 403(b)
Managed Investments

ESTATE PLANNING

Estate planning is a crucial part of securing your family's future. Our experts can assist you in creating a plan that protects your assets and provides for your loved ones.

Last Will & Testament
Trusts (revocable/irrevocable)
Probate
Health Care Surrogate
Power of Attorney

BUSINESS SOLUTIONS

We provide tailored business solutions to support owners and entrepreneurs in managing and growing their enterprises. Our services include strategic planning, financial management, and succession planning to ensure long-term success and stability.

Succession Planning
Corporate Structuring
Simple IRA
SEP IRA
Business Retirement Programs

SINGLE-FAMILY OFFICES

A single family office is a dedicated entity that manages a family's wealth & and legacy preservation. It coordinates governance structures to ensure the seamless transfer of wealth across generations.

Family Advisory Board
Family Governance & Constitution
Family Assemblies
Succession Planning
Life Coaching for Heirs

529 COLLEGE SAVINGS PLANS

529 Plan accounts offer tax-free withdrawals and other benefits when used to pay for qualified education expenses. You can use a 529 Plan to pay for college, K-12 tuition, apprenticeship programs, and even student loan repayments. Any leftover funds can be used in different ways, including funding a Roth IRA

OUR VISION

WHO WE ARE

We are the 1st Personal Development Company for Families within the Financial Industry! Our unique approach to personal finance with Kingdom and Family based values, is setting us apart as leaders within the industry. At Family Office Ventures, we specialize in helping families establish and secure their wealth for future generations. Our comprehensive services include estate planning, wills, trusts, power of attorney, health care surrogates, life insurance, investments, retirement accounts, and college savings plans for children. Additionally, we assist family businesses in setting up their single family office and crafting their family constitution. With a commitment to making generational wealth practical, we provide tailored solutions to ensure your family's financial legacy endures.