Cozy seating area beside a window with a view of the ocean.
THE OPTIMIZE FAMILY OFFICE

Managing all your life’s financial needs

Enjoy the confidence and ease of comprehensive wealth management

what is the optimize family office?

A team of experts dedicated to you.

Your financial needs go far beyond investing. That’s why all our clients are served by a dedicated advisor, who leads a team providing a suite of bespoke financial services built around you.

View from the deck of a sailboat with white sails against the open sea.
how the optimize family office works

Comprehensive services for total confidence.

Imagine a full-service financial concierge providing a single point of contact to seamlessly manage your financial life.

The Optimize Family Office brings together a suite of services, including investing, tax strategy, estate planning, insurance and borrowing. All managed through one point of contact.

This level of service has traditionally been reserved for the ultra-wealthy. But Optimize Wealth believes every client deserves the clarity, confidence, and protection it provides.

FamilyOffice_Graphic2
our suite of services

Navigating every part of your financial life.

  • We offer every client exposure towards investment strategies reserved for institutional investors such as Pension-style Assets offered through institutions such as KKR,Goldman Sachs, and Brookfield Asset Management.

  • We offer next-gen financial planning software which enables Advisors to build their clients a fully tailored and integrated financial plan which updates automatically and constantly.

  • Let our in-house tax specialists prepare personal tax returns for all of your clients, at our expense.

  • You remain your clients’ trusted contact while our estate planning team handles the complex work, creating executed personal wills that preserve legacies and minimize taxes.

  • Let our in-house insurance specialists give your clients protection from uncertainty with insurance solutions tailored to their assets and lifestyle.

  • Remain your clients' main point of contact, while our mortgage specialists help your clients manage their overall credit strategy with expert support focused on reducing borrowing costs.

The Benefits of a Family Office

Close-up of a neoclassical building façade with ornate carvings and triangular pediment.

In-House Expertise

Your Family Office is a full-service team of industry-leading planners, accountants and lawyers, all dedicated to your financial goals.

Curved wooden staircase with smooth, modern design

One Point of Contact

Manage your financial life in a single call. Your Optimize advisor is your point-person, leading a full-service team that work in synch to make it all feel effortless.

Small sailboat on calm blue sea, viewed through narrow stone alley walls.

Bespoke Service

This premium service comes at no extra cost, giving you access to a white-glove experience usually reserved for the wealthiest of clients.

Let’s talk about your financial future

Speak to an Optimize Wealth advisor to help build and protect your wealth.

Meet with us