Successful families consider family office services as a way to handle their financial affairs to help meet their financial goals. The professionals at RLB will customize a service plan to work with you and members of your family to help manage your personal finances. We work as an independent advisor in concert with your financial, legal, and insurance team to help you grow and protect your family legacy.

RLB’s suite of family services includes the following:

  • Recording and reconciling all personal services and investment income
  • Paying and monitoring of all personal bills
  • Reconciling of all bank accounts
  • Reconciling of investment accounts
  • Personal tax planning
  • Estate planning
  • Cash flow planning and reporting
  • Net worth reporting
  • Budgeting
  • Meetings with advisory team and family members

Contact us today to discuss how we can help protect your family legacy with our suite of family services.