ITI Financial

Investment, Tax & Insurance Solutions

Family Office

One of the concerns that business owners often face is dealing with issues of wealth management within a family business. A trusted household manager who works as a quarterback with your lawyer, your accountant and other professionals within your family owned company, can deal with and possibly avoid difficult situations. We keep in mind the concerns of financial independence for retiring members which can include managing redemption of shares. As your acting family office we can also advise on tax efficient structures to deal with family legacy or social capital goals.