Family Office Model

“Time is free, but it’s priceless. You can’t keep it, but you can spend it. Once you’ve lost it you can never get it back.” – Harvey MacKay

Restore Your Time & Your Confidence

Your time is valuable. Your wealth is complex and demands attention to be maximized and controlled. Taxes, estate planning, retirement and concentrated position management may all be on your mind. In an ideal world you would have comprehensive tools, technology and a team of qualified talent working on your behalf to proactively address your needs. The question is, why not live in an ideal world? At Spurstone you can.

To drive long-term value, the Spurstone approach is built on a Family Office structure. Unlike traditional “investment” firms, where the sole focus is often on investment sales, a family office provides a total managed solution to the financial, investment and intellectual assets for an individual or family. We surround you with a vast network of vetted specialist advisors, both internal and external to the firm, consulting in areas including portfolio, tax, risk and estate, litigation, and much more. These resources are integrated into a team atmosphere and managed for the benefit of your family.

By replicating a traditional Family Office structure, Spurstone clients gain access to the deep bench of talent they desire with rigorous cost control measures in place. This allows our team to develop deeper more lasting relationships, provide a greater scope of advice and potentially reduce overall expense to the family. The end result is time restored to your busy lives while knowing you have a team of dedicated specialist advisors and support staff working together to help preserve your wealth.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.