The Mini Family Office model brings sophisticated wealth management strategies to families with $500,000 or more in assets — coordinating estate planning, tax strategy, and investments.
The Mini Family Office is not a product — it is a system. By combining a private foundation, a revocable living trust, an LLC or family limited partnership, and a coordinated investment strategy, families with $500,000 or more in assets can access the same tax advantages used by ultra-high-net-worth families.