Overview
Bristlecone's Family Office services are customized to the needs and circumstances of each client. Our services are designed to add economic value by effectively and efficiently managing our clients' wealth and to simplify the complexities of wealth, thereby returning time and peace of mind to our clients. Our scope of family office services includes:
- Investment Management
- Personal Accounting
- Tax Planning and Tax Return Administration
- Strategic Philanthropy
- Risk Management and Insurance Administration
- Estate Planning Coordination
- Property and Human Resource Management
- Special Projects
Bristlecone simplifies the complexities of wealth by
helping clients organize their financial lives and
eliminating the administrative burdens associated
with managing wealth.
Bristlecone adds economic value by managing
financial wealth just as one would manage an
operating business. In both, you need to retain
experienced management, focus your activities, set
clear objectives, have timely access to critical
information, facilitate effective communication
between all individuals involved in the management
process, measure performance, and revisit the plan
periodically. Only by doing all of these things
consistently can one make sound decisions over time.
Our combination of strategic planning and tactical
execution ensures that we manage to our clients'
goals and we exceed their expectations every day.
