Services
Family Office Services
- Asset Allocation Review and Maintenance
- Review & Analysis of Investment Opportunities
- Manager Selection & Review
- Tax/Estate Planning
- Real Estate Property Management
- Philanthropy; Strategy, Goals
- Administration of Trusts
- Book keeping, Bill Paying
- Concierge Services
Investment Management Consulting
Do you have an interest in having Peninsula Family Office
analyze your financial affairs, but do not need or want
Family Office Services?
Consider a financial consulting engagement that includes:
- Comprehensive interview regarding all aspects of your financial
affairs, investment goals, and risk profile
- Creation of an investment policy statement which PFO calls a
Personal Investment Plan
- A full review of all of your personal investments; stocks, bonds,
private equity, hedge funds & real estate
- A new investment plan or suggestions to your existing plan.
Including new or modified asset allocation, managers for
redemption, funds to sell, and new investment suggestions.
- Implementation is your responsibility, or arrangements can be
made for PFO to execute the plan.
- Oversight is the client’s responsibility unless otherwise agreed,
this is a one time assignment for a fee
