Quintessence Group - Multi-Family Office, wealth management, Family wealth, Integrated wealth, Family assets, wealth advisory, family asset management, financial advisors, Private Wealth, Family office, family wealth advisory, integrated asset management, asset management, Multi-Family Office, wealth managers, Family wealth managers, Integrated wealth managers, Family asset managers, Family asset advisors, wealth advisory firm, family asset management firms, financial advisors, Private Wealth advisors, Family office, family wealth advisory firm, integrated wealth management, integrated asset management, private bank, private banks, Multi-Family Office Dallas, wealth management Dallas, Family wealth Dallas, Integrated wealth Dallas, Family assets Dallas, wealth advisory Dallas, family asset management Dallas, financial advisors Dallas, Private Wealth Dallas, Family office Dallas, family wealth advisory Dallas, integrated asset management Dallas, asset management Dallas, Multi-Family Office Dallas, wealth managers Dallas, Family wealth managers Dallas, Integrated wealth managers Dallas, Family asset managers Dallas, Family asset advisors Dallas, wealth advisory firm Dallas, family asset management firms Dallas, financial advisors Dallas, Private Wealth advisors Dallas, Family office Dallas, family wealth advisory firm Dallas, integrated wealth management Dallas, integrated asset management Dallas, private bank Dallas, private banks Dallas, Multi-Family Office Houston, wealth management Houston, Family wealth Houston, Integrated wealth Houston, Family assets Houston, wealth advisory Houston, family asset management Houston, financial advisors Houston, Private Wealth Houston, Family office Houston, family wealth advisory Houston, integrated asset management Houston, asset management Houston, Multi-Family Office Houston, wealth managers Houston, Family wealth managers Houston, Integrated wealth managers Houston, Family asset managers Houston, Family asset advisors Houston, wealth advisory firm Houston, family asset management firms Houston, financial advisors Houston, Private Wealth advisors Houston, Family office Houston, family wealth advisory firm Houston, integrated wealth management Houston, integrated asset management Houston, private bank Houston, private banks Houston Multi-Family Office Dallas, wealth managers Dallas, Family wealth managers Dallas, Integrated wealth managers Dallas, Family asset managers Dallas, Family asset advisors Dallas, wealth advisory firm Dallas, family asset management firms Dallas, financial advisors Dallas, Private Wealth advisors Dallas, Family office Dallas, family wealth advisory firm Dallas, integrated wealth management Dallas, integrated asset management Dallas, private bank Dallas, private banks Dallas, Multi-Family Office Houston, wealth managers Houston, Family wealth managers Houston, Integrated wealth managers Houston, Family asset managers Houston, Family asset advisors Houston, wealth advisory firm Houston, family asset management firms Houston, financial advisors Houston, Private Wealth advisors Houston, Family office Houston, family wealth advisory firm Houston, integrated wealth management Houston, integrated asset management Houston, private bank Houston, private banks Houston, Multi-Family Office New York, wealth managers New York, Family wealth managers New York, Integrated wealth managers New York, Family asset managers New York, Family asset advisors New York, wealth advisory firm New York, family asset management firms New York, financial advisors New York, Private Wealth advisors New York, Family office New York, family wealth advisory firm New York, integrated wealth management New York, integrated asset management New York, private bank New York, private banks New York, Multi-Family Office Los Angeles, wealth managers Los Angeles, Family wealth managers Los Angeles, Integrated wealth managers Los Angeles, Family asset managers Los Angeles, Family asset advisors Los Angeles, wealth advisory firm Los Angeles, family asset management firms Los Angeles, financial advisors Los Angeles, Private Wealth advisors Los Angeles, Family office Los Angeles, family wealth advisory firm Los Angeles, integrated wealth management Los Angeles, integrated asset management Los Angeles, private bank Los Angeles, private banks Los Angeles, Multi-Family Office New York, wealth management New York, Family wealth New York, Integrated wealth New York, Family assets New York, wealth advisory New York, family asset management New York, financial advisors New York, Private Wealth New York, Family office New York, family wealth advisory New York, integrated asset management New York, asset management New York, Multi-Family Office New York, wealth managers New York, Family wealth managers New York, Integrated wealth managers New York, Family asset managers New York, Family asset advisors New York, wealth advisory firm New York, family asset management firms New York, financial advisors New York, Private Wealth advisors New York, Family office New York, family wealth advisory firm New York, integrated wealth management New York, integrated asset management New York, private bank New York, private banks New York Multi-Family Office Los Angeles, wealth management Los Angeles, Family wealth Los Angeles, Integrated wealth Los Angeles, Family assets Los Angeles, wealth advisory Los Angeles, family asset management Los Angeles, financial advisors Los Angeles, Private Wealth Los Angeles, Family office Los Angeles, family wealth advisory Los Angeles, integrated asset management Los Angeles, asset management Los Angeles, Multi-Family Office Los Angeles, wealth managers Los Angeles, Family wealth managers Los Angeles, Integrated wealth managers Los Angeles, Family asset managers Los Angeles, Family asset advisors Los Angeles, wealth advisory firm Los Angeles, family asset management firms Los Angeles, financial advisors Los Angeles, Private Wealth advisors Los Angeles, Family office Los Angeles, family wealth advisory firm Los Angeles, integrated wealth management Los Angeles, integrated asset management Los Angeles, private bank Los Angeles, private banks Los Angeles Los Angeles Multi-Family Office Atlanta, wealth management Atlanta, Family wealth Atlanta, Integrated wealth Atlanta, Family assets Atlanta, wealth advisory Atlanta, family asset management Atlanta, financial advisors Atlanta, Private Wealth Atlanta, Family office Atlanta, family wealth advisory Atlanta, integrated asset management Atlanta, asset management Atlanta, Multi-Family Office Atlanta, wealth managers Atlanta, Family wealth managers Atlanta, Integrated wealth managers Atlanta, Family asset managers Atlanta, Family asset advisors Atlanta, wealth advisory firm Atlanta, family asset management firms Atlanta, financial advisors Atlanta, Private Wealth advisors Atlanta, Family office Atlanta, family wealth advisory firm Atlanta, integrated wealth management Atlanta, integrated asset management Atlanta, private bank Atlanta, private banks Atlanta Multi-Family Office Miami, wealth management Miami, Family wealth Miami, Integrated wealth Miami, Family assets Miami, wealth advisory Miami, family asset management Miami, financial advisors Miami, Private Wealth Miami, Family office Miami, family wealth advisory Miami, integrated asset management Miami, asset management Miami, Multi-Family Office Miami, wealth managers Miami, Family wealth managers Miami, Integrated wealth managers Miami, Family asset managers Miami, Family asset advisors Miami, wealth advisory firm Miami, family asset management firms Miami, financial advisors Miami, Private Wealth advisors Miami, Family office Miami, family wealth advisory firm Miami, integrated wealth management Miami, integrated asset management Miami, private bank Miami, private banks Miami

First, we take the time to listen, making sure we understand your family's unique needs and goals, what you expect from us, and the dynamics of you, your business and your family. Next, we review your current investment portfolio, insurance needs, legal documents (wills, trusts, etc.), tax burdens, educational strategies, retirement projections, business continuity, estate planning, philanthropic planning and wealth transfer issues. Once we fully understand your situation, we formulate office procedures and controls, develop a family governance structure and create a communication strategy to ensure the entire family is in sync and moving forward as one.

Wealthy individuals and families frequently have multiple financial partners, asset managers, attorneys, accountants and other trusted advisors. We are not a substitute for them, rather we are a completely objective resource that coordinates their efforts and evaluates their work to ensure they are seamlessly in sync with your overall investment strategy. With no objective other than to efficiently managing your wealth, we are the ideal resource for helping you achieve your family's goals.

• Handling family office administration
• Coordinating family meetings
• Mediating conflicts between family members
• Arranging for family education, coaching, and/or counseling
• Providing leadership training and mentoring
• Mentoring youth — career development, business opportunities, prenuptial agreements
• Managing lawsuits and attorneys and be available for trial as a witness
• Assisting aging parents
• Responding to local, state and national regulatory agencies
• Providing lifestyle management/concierge services

• Assessing liabilities and risks
• Developing risk-reducing strategies
• Assessing quality of financial services
• Cataloging art, antiques and other collectibles
• Determining acceptable levels of insurance coverage
• Reviewing and recommending security personnel

• Preparing a valuation of all assets
• Developing strategy and policy
• Constructing portfolios based on your risk-reward profile
• Managing monetary due diligence and selection
• Monitoring and analyzing investments
• Reviewing strategy and rebalancing portfolio

• Coordinating tax planning and accounting
• Preparing budgets and cash flow projections
• Monitoring cash management
• Maintaining records and financial statements
• Handling household employee reporting

• Defining clear mission statements and goals
• Developing proper policies and procedures
• Formulating an effective grant-making process
• Overseeing foundation administration and charitable giving
• Measuring program effectiveness on a continual basis

• Identifying and implementing transfer strategies
• Developing ownership structures (trusts, partnerships, etc.)
• Maximizing transfers to multiple generations
• Coordinating external advisors, including attorneys, accountants and insurance professionals
• Conducting comprehensive financial audits

• Managing personal property (primary residence, vacation properties, yacht, aircraft management)
• Procuring art, antiques and other collectibles
• Acting as a personal assistant/concierge

Family Asset Management Services
Your personal path to significant wealth is unique to you and your affairs should be handled in a like manner. Despite all the assurances that financial services and products are being "tailored to meet individual needs," such is rarely the case. At Quintessence Group, providing personalized service is not a marketing line. We work closely with family members to develop a cohesive strategy to achieve family goals. Managing a stable of portfolio, wealth, lifestyle, and foundation management specialists, we run family affairs like a well-orchestrated business to achieve family goals.

To manage the solution, you must first measure the goal.

The difference between Quintessence Group and other private wealth management firms is our superior service, personal attention, and objective advice. Whether your family is just beginning to accumulate substantial wealth or is experiencing multigenerational growth, we can develop an integrated wealth management strategy to help you preserve and maximize your family's wealth for generations to come.

Website Designed and Hosted by TargetScope