High Net Worth Individuals and Families

At CURO Financial, we understand the significance of selecting the right advisor partner and do not take our responsibility lightly. The choice of a family office provider is integral to your financial success. We can coordinate each phase of your family’s financial life through a personalized and integrated approach which ensures every detail is considered and planned for accordingly.

Our high-net worth clients have significant financial assets and complex financial needs. Our team provides advanced strategies for managing their investments, minimizing taxes, and planning their estates.

Our family office services include

*Financial Planning:*	*Strategy Consulting:*	Governance:	*Financial Planning:*
Investment management Development of an investment policy Risk evaluation and liquidity needs Asset allocation Management of complex assets Due diligence and screening processes Socially responsible investing	Advisory services Debt management Financing Business development Mergers and acquisitions Private equity/direct investing Implement of private trust company	Administrative General legal, PR, custodial, referral needs Bill pay, expense management, invoicing, taxes Trusts/private trust company/banking/ lending Human resources, employee benefits, hiring Technology Medical management	Risk management Analysis and reporting Insurance assessments Evaluation of existing policies and titling Security for clients, data, assets, and property Disaster recovery options Offshore accounts
Philanthropy Philanthropic planning/donation strategy Establishment and management of charities Grant-making decisions Due diligence	Wealth transfer Preserve all assets/income sources Administration and settlement Family governance Considering succeeding generations	Reporting and record keeping Consolidated reporting and reporting systems Benchmark analysis Tax preparation and reporting Performance reporting	Compliance and regulatory assistance Auditing Corporate/advisory board governance Regulation of investments and external partners Performance monitoring
Life management and budgeting Memberships Real estate advisory and management Budget and liquidity needs services Family mission statement Concierge services	Education Family/office meetings Financial literacy Outsourcing educational consultants Organize family retreats Social responsibility	Succession planning Family charters and business mission statement Implement estate transfer Continuous planning and evaluation Anticipate disruptions Construct and re-evaluate boards and functions Knowledge sharing	Tax and legal advisory Employ/consult general counsel and CPA Construct and monitor tax strategy Tax implications of non-investment income Ongoing compliance Concierge services