FAMILY OFFICE

If you want to go fast, go alone. If you want to go far, go together.

AFRICAN PROVERB

At CORE Wealth Advisors, our family office services are designed to provide a fully integrated, personalized approach to managing your financial life. We understand that no two clients are alike—whether you’re a retiree, a professional athlete, or a multigenerational family, your goals, challenges, and priorities are unique. Our mission is to act as a trusted extension of your family, simplifying complex financial responsibilities and helping you achieve long-term security and peace of mind.

TAILORED SERVICES
FOR EVERY CLIENT TYPE

Every client receives a plan and level of service tailored to their specific needs.

Athletes and High-Earning Professionals

For clients with unique income streams or concentrated wealth, we provide specialized guidance on contracts, endorsements, and career transitions.

Families and Multigenerational Wealth

We coordinate wealth planning across generations, providing education for heirs, facilitating trusts, and managing complex family dynamics.

Individuals

We help retirees, business owners, and professionals optimize their financial lives, from investment management and tax planning to estate strategies.

COMPREHENSIVE
WEALTH
COORDINATION

At CORE Wealth Advisors, our family office services are designed to simplify your financial life and provide peace of mind—without requiring an all-or-nothing commitment. Clients can select only the services that fit their needs, and we tailor our support as those needs evolve over time.

Some of the family office services CORE provides include:

  • Receive clear statements of income, expenses, assets, liabilities, and net worth, along with detailed transaction reports, so you always have full visibility into your finances.

  • We handle the day-to-day financial operations, allowing you to focus on what matters most.

    Our key services include bill payment, tax return preparation, and financial consulting.

    We also offer a suite of family office services tailored to your unique needs, including cash flow analysis, charitable giving strategies and distribution management.

    These services are fully integrated into our client experience and clients gain access to this concierge-level service at no additional cost.

    But more importantly, we assist with the personal side of wealth – helping clients downsize their homes, organize personal caregivers, and help inventory personal property. It’s about being there when it matters most.

  • Our in-house CPA works closely with your advisors to minimize liabilities and identify planning opportunities, ensuring your taxes are fully integrated with your broader financial strategy.

  • Ensuring your wealth is preserved and distributed according to your wishes. 

  • Reviewing coverage to protect your family, assets, and future income. 

  • From buying a home to securing a vehicle, we can handle the details — paperwork, mortgages, credit, and logistics 

  • We manage payroll for household staff—including nannies, housekeepers, chefs, and house managers—ensuring proper setup, ongoing processing, and reporting.

A PERSONALIZED, HIGH-TOUCH EXPERIENCE

Our team at CORE is committed to delivering proactive, high-touch service. We don’t offer cookie-cutter solutions; instead, we invest the time to understand your life, values, and ambitions. By coordinating your financial strategy under one roof, we create clarity, reduce complexity, and help you confidently pursue your goals.