The Eureka Chairman Office's presence at the advisory table enables them to establish connections for clients, bringing about a sense of peace, clarity, and transparency throughout the process.
We cater not only to affluent families across generations but also collaborates with business managers, CPAs, attorneys, and trustees who serve as fiduciaries for their clients. Our Fiduciary Services Coordination process was designed to seamlessly synchronize wealth management with tax and legal professionals, as well as other advisors of affluent families.
Typically, these professionals share our passion and understanding that working closely together to address our mutual clients' fears, anxieties, and life objectives is the most effective means of adding value.
Our services encompass:
- Virtual Family Office Setup
- Investment manager due diligence and monitoring
- Tailored portfolio design and development
- Assistance in crafting an Investment Policy Statement to guide decision-making
- Asset class structuring
- Aggregation of data, accounts, and documentation with round-the-clock secure access
- Facilitation of proactive working relationships with the entire team of advisors and fiduciaries
For further information on the wealth management services we offer to business managers, CPAs, attorneys, and trustees, please don't hesitate to contact us.
We are stewards of finance and investment.
Schedule your appointment with us today.