Family Office Services

Cole & Associates offers four consulting options customized for your circumstances on a fee-for-service basis with a commitment to:
  • Your family comes first
  • Impartiality – no products to sell
  • Integrating and coordinating your professionals, while working only for you.


1. Family Office Strategy & Design

Strategy & Design of a family office is the equivalent to the architecture and general contracting of construction. Before hiring specialist to address any specific area, the foundation needs to be clearly drawn out. Beginning construction without a plan will not end in optimum results.

When to reach out:

  • If you are considering starting a family office and would like impartial advice.
  • If you have a family office and would like to improve effectiveness.
  • If you are a Professional Advisor to a family who needs a family office and would like a partner in helping them customize one.
  • If you are a firm considering launching family office services and would like a partner to help build a platform suited to your specific clients.


2. Customized Education for Inheritors

Our approach to education is unique for each person, generation, and family office. Our education process eliminates industry jargon and engages participants based on their current acumen and learning styles. We take complex concepts and simplify them to enable individuals to grasp and retain information as it pertains to their unique circumstances.

When to reach out:

  • If you are a family office seeking support in educating inheritors on a customized platform.
  • If you are a “Shareholder in waiting” who is seeking education to gain knowledge and increase preparedness for your future role.
  • If you are a Professional Advisor to a family who is seeking a customized education platform for inheritors.


3. Communication with Kolbe

Communication styles have both intended and unintended consequences. It impacts the effective delivery of a family, team, firm culture, job satisfaction, client interaction, staff retention, and the dynamics between leaders as they make meaningful decision in real time. Carolyn uses her Kolbe certification to bring teams to a new level of understanding and performance.

When to reach out:

  • If you are a family office seeking support in optimizing your communication.
  • If you are a family owned business who is seeking to improve team communication, find work efficiencies, and increase job satisfaction.


4. Intergenerational Wealth Strategy

There are significant and important differences between financial planning, investment management and an intergenerational wealth strategy (Intergenerational Wealth Strategy).

Whether you are re-deploying capital after a business sale or considering which assets will be core to your family’s growth in 25 years, thinking differently is essential. Assets are inventoried, categorized, and assigned expectations, which lead to an action plan designed for generations. This program is customized to your family and wealth objectives.