Our advisors understand the unique needs of an ultra-high-net-worth family. Our team works to build a portfolio that meets your growth, risk-management and preservation needs, utilizing traditional and alternative money managers.

Our team’s diverse background of experience and credentials allows us to provide holistic financial advice. We work with your family’s accountants, attorneys and other advisors to ensure that our advice contributes to meeting the estate planning, income tax and financial goals of your family.

Our goal is to educate and communicate with members of each generation. We want to emphasize and reinforce the family values that are most important to you. We will help you develop a family mission statement and values to guide decision-making and growth for years to come.

One of the toughest, yet most rewarding, challenges for ultra-high-net-worth families is crafting a family values-based giving process with options such as private foundations, donor-advised funds and charitable trusts. We can help you move from charity to philanthropy.

Organization is paramount to the success of ultra-high-net-worth families. Our team is positioned to receive mail, pay bills and ensure that adequate cash flow is available to meet your family’s needs. We also scan, file and organize important documents for easy access when they are needed.

Risk management is an important area of financial planning for ultra-high-net-worth families that is easily overlooked. Annually, our team will coordinate the review of insurance policies you have in place and make recommendations for adjustments to those policies. This analysis includes checking for the emerging risk of cyber-security threats.

With one team, you can protect your wealth through comprehensive planning and risk management, make an impact through philanthropy planning, live life to the fullest with a personal financial team behind you, and leave a legacy through family education, estate and succession planning. An old proverb says that there are but three generations from shirt-sleeves to shirt-sleeves. Research suggests that for the overwhelming majority of families with a net worth in excess of $25 million, their wealth is consumed before the third generation receives its benefit. Whether your family’s wealth is derived from a significant liquidity event, through generational wealth building or as a result of an ultra-high earner (professional athlete, corporate executive, etc.), Waverly Advisors Family Office aims to educate future generations and design a plan that will have a lasting impact.

Your dedicated Waverly Advisors Family Office team includes at least two senior advisors and a family coordinator. Our team coordinates the delivery of customized services—calling on team members from Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) to Certified Public Accountants (CPA) and attorneys (JD). We have only a select number of Family Office clients, so that we can provide each client highly personalized attention.