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Chapwood Investments

Chapwood Investments

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Virtual Family Office

The family office became quite popular in the late 1990s early 2000’s. We were at Morgan Stanley when this new area became very popular with many of our high-tech clients. Would like to think we had a front row seat as it was growing as a cottage industry.

Family office brochure

Our Family Office team provides highly personalized services while maintaining the highest level of privacy, confidentiality, and discretion.

Our virtual  family office  approach allows clients a disciplined and structured approach to work closely with families to manage their personal affairs and ease the burden of their administrative responsibilities. We provide a broad spectrum of family office services that are designed and coordinated with key members of your investment and business team.

Our family office services include comprehensive planning, management, and concierge services designed to protect and grow your assets, wealth, and interests. In addition, we provide internal control and operational reviews of family offices to make sure that your family office is in compliance.

The Family Office

Due to regulatory limitations broker dealers such as Morgan Stanley, UBS, Merrill Lynch, Goldman Sachs etc. were unable to fulfill all the sub categories of a family office.

Chapwood Investments family office services is the most efficient way to bring together all the services needed that complement each other in our checks and balances to a client. Instead of bringing everything in the house and charging a tremendous amount of money, we have set up a pre-screened team of experts that are independent of each other.

What is a Family Office?

  • A family office is an organization that supports the overall financial needs and objectives of a family. It centers around the growth and preservation of a family’s overall wealth.
  • A family office focuses on asset protection, financial education, family philanthropy, and many other specific needs of a given family. A family office can also ensure and meet the privacy and the confidentiality requirement of high profile families. A family office assists in the reaffirmation of the family’s overall legacy and the mission of the family’s wealth.
  • A family office also provides an array of services, including investment management services, tax and estate planning, the management of foundations and trusts, lifestyle management needs and the coordination of other advisors in the best interest of the family.

Chapwood will provide these customized services to effectively manage your overall financial landscape on a complimentary basis.

Family Office Overview

Family Office Organizational Chart

Family Office Services

Traditional family office services

  • Investment Policy Statement
  • Overall asset allocation and diversification strategies
  • Tax planning and tax return preparation
  • Trust & Estate planning / Insurance counseling
  • Customized and consolidated reporting
  • Property management

Lifestyle management and concierge services

  • Aircraft leasing and travel planning
  • Concierge services
  • Personal security services

Advisory Services

  • Philanthropy consulting and management
  • Family governance counseling
  • Control and succession counseling
  • Advice regarding major purchases of personal property
  • Supplemental health care services

Consulting services

  • New family office development
  • Executive searches

Reach Out

If you’re ready to talk, please take a moment to call or send an email!

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About

We are not your typical investment firm. We provide expert financial advice to both individuals and businesses.

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Chapwood Investments

4965 Preston Park Boulevard, Suite 100
Plano, TX 75093
(972) 865-2225
Ed@ChapwoodInvestments.com

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Chapwood Investments, LLC is an SEC Registered Investment Advisory Firm (SEC.gov). No mention, opinion, or omission of a particular security, index, derivative, or other instrument constitutes an opinion on suitability of any security. The information and data on this site, in webcasts, and in videos were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed on this site, in webcasts, or in videos. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results. Copyright © 2023 · All rights reserved.
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