PINS SERVICES
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Family Office Services
PINS Capital’s Family Office Services offers multigenerational families strategic succession planning and customized asset allocation advisory. With decades of experience as family office proprietor, we empower families to define and achieve their unique long-term goals and sustain their legacy.
Successful multigenerational families require comprehensive solutions to meet their tailored and diverse needs. PINS Capital’s Family Office has the resources and perspective to support the needs from everyday life details to demands of future generations, including both preset milestones and unexpected responsibilities. We offer in-house expertise in pivotal areas to multigenerational succession, including private investments, tax strategies, trusts, insurance, philanthropy, and business succession. Based on each family’s objectives, we offer counsel services – from roadmaps planning and execution to monitoring and reporting – all in their best interest. Our Approach
Multi-Generation Perspective
As a multifamily office, we have seen various stages of development over the lifecycle of a family, especially those operating a private family business. With our knowledge base and experience, we help families identify challenge during each successive generation and deliver premium services to help them grow and thrive. We work with families to develop creative structures to help protect past successes and to foster future growth. Family-Centric Relationship By having a 360-perspective of a family’s situation and expectations, and insight into its financial wealth and values, we can properly anticipate and address any challenges and opportunities they may face. As we help families manage their daily lives and wealth, we maintain client trust in both our advice and execution. We are often their first point of contact to address a host of matters, from education to asset allocation. Integrated Strategies We focus on the unique challenges and opportunities that multigenerational families encounter to deliver the most effective and integrated solutions. We identify and bring together critical areas for long-term growth, well beyond taxes and investments. We streamline the succession of multigenerational wealth through meticulous planning, management, and execution, integrating strategies and our team of in-house specialists. |
