Client Service

SPT's focus is to be the Gold Standard in providing exceptional service to its clients.  SPT's family office approach ensures an understanding of a family's unique, current and long-term needs.  No two families are alike.  Likewise, no two family offices are alike. 

 

Our client’s bespoke structures are tailored by the nature of their family and particular circumstances.

Sorrell Private Trust is dedicated to the management and generational preservation of a family's affairs, wealth and well being.

FAMILY OFFICE

What is a Family Office?

A Family Office is client centric and is the quarterback of an integrated team of multi-disciplinary professionals (e.g. lawyers, accountants, investment managers, trust professionals and financial advisors) who are focused upon managing the family’s affairs or "The Business of a Family.”          

What are the benefits of Family Office services?

  • Professional, independent, financial, wealth management and planning advice aligned with the interests of your family. (Sits on the same side of the table as your family).

           

  • Family delegation of the administration of its wealth, while maintaining general oversight and control.

 

  • Coordination of financial, wealth management and planning advice by a dedicated and integrated team of multi-disciplinary professionals.

 

  • A dedicated family financial quarterback.

 

  • Coordinated, consolidated and simplified reporting.     

Family Office Services

Family office services include:

 

  • Family governance

  • Family education

  • Risk management

  • Family succession and estate planning

  • Investment strategy

  • Philanthropy

  • Record keeping and reporting

  • Concierge

 

Although our family office services may be provided on a stand-alone basis, the family office services are generally included in our trust services offering.

It would be our pleasure to serve you.

For more information, please contact us by phone or email.

© 2019 Sorrell Private Trust Company Inc.

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