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Family office Services

Families of significant means require more than traditional financial guidance. They require discretion, coordination, and a highly personalized approach. That is where the expertise of 1900 Wealth can make a meaningful difference.
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A tailored approach aligned with your vision

Our team brings direct experience from within family office environments, giving us a unique understanding of the complexities that arise when managing multi-generational wealth.

Our Family office Services Include:

  • Investment Policy Development
  • Comprehensive Budgeting and Financial Reporting
  • Assistance with Private Fund and Direct Investment Due Diligence
  • Coordination with Legal, Tax, and Accounting Teams
  • Family Wealth Education and Legacy Planning
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What is a Family Office? And Who Needs One?
Melissa Anderson

Managing Senior Vice President

Melissa Anderson, CPA CAIA

Managing significant wealth goes far beyond investment returns. In this video, Melissa Anderson explains how 1900 Wealth’s Family Office services help families build structure, preserve their legacy, and create clarity across generations.

Resources

A family of five walks hand in hand through a grassy field, as if leaving a family office meeting behind for quality time together. The casually dressed parents and their three young children enjoy the outdoors, framed by trees in the background.

What is a Family Office? And Who Needs One?
Silhouette of a family at sunset by a lake; an adult lifts a child in the air while another adult stands nearby. The sky is orange and yellow, and the sun is low on the horizon.

Investing 101: Understanding the Basics
Close-up of financial planning documents on desk

Quick Tips for Preserving Your Wealth

Family Office FAQs