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Is your financial situation complex and time consuming? Does it deserve more attention?

Would a personalized, strategic plan help to ensure you meet your financial goals, while enriching your family's future?

Would you value working with a centralized, unbiased, professional team to manage the process of managing wealth - and ultimately help you achieve peace of mind?

If so, please consider whether the First Affiliated Family Office could assist you and your family to simplify your life and optimize your financial affairs.

Family Office Self Assessment
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What is a Family Office?

Financial wealth is wonderful – but can create daunting complexities for even the most financially astute. Guidance is required from many advisors (i.e. legal, insurance, financial, investment, tax), but often lacks strategic integration. Marketing and media hype makes it difficult to sort fact from fiction. You may be left confused and wondering if you are getting the best, truly unbiased advice. A Family Office works on your family’s behalf, as your "gatekeeper" and "personal CFO" to clarify your goals, create a plan, and then coordinate and manage the efforts of your advisor team. This approach ensures proactive  implementation of focused, disciplined strategies - that are always in your family’s best interest.
What are the Benefits?

Who is First Affiliated?

First Affiliated is an independent, privately owned commercial Multi-Family Office firm established in 1987. Our 30 years in business reflects our reputation for service excellence, depth of experience and the highest levels of integrity and client commitment. Our services are fee based ensuring complete objectivity. We work for a limited number of families which allows us to get to know you on a personal level. Our mandate is to simplify your life and optimize your financial affairs. We free up your time, so you can focus on other important life priorities - with total peace of mind. We focus on Empowering Prosperity, Building Legacies™.

Contact us and get the conversation started!

If you wish to explore whether a Family Office fits your needs, please Complete our Family Office Self Assessment.

What are the Benefits?

Control

Increased Control - integrating your wealth, lifestyle and legacy matters under a single, trusted management team, allows you to gain control of your finances and maximize opportunities.

Simplification

Simplified Life - we simplify the complicated, manage the unmanageable and bring order to your financial, legal and administrative matters - allowing you to focus on the other important priorities in your life.

Perspective

Better Perspective - our low client ratio and independence ensures a proactive and personalized commitment to your family. You will get the attention you deserve and can be confident in your strategy, decisions and results.

Peace of Mind

Peace of Mind - having a long-term strategic plan that supports your financial and family security will give you the worry-free frame of mind that we all seek … and the freedom to live a rewarding and purposeful life.

Who Are Our Clients?

Hover or click on each client type to learn more


  • Family Steward

    Your first priority is to take care of your family both today and into tomorrow. You want effective long term planning and strategies to optimize your family’s overall financial position, while leaving a Legacy that empowers the next generation.

  • Business Owner

    You are proud of your financial success. You and your family members enjoy the lifestyle afforded by your hard work. Your busy schedule doesn’t allow you to stay on top of all the financial details. You wish to delegate your financial affairs to a professional team who will provide clear, concise advice and information along with increased efficiencies and reduced costs. p>

  • Freedom Seeker

    You want the freedom to pursue your dreams. You know there is more to life than work. You want to ensure all of your affairs are in order, and that your money is working smart and hard for the long term - so you don’t have to.

  • Complex Affairs

    Your family’s financial affairs are complicated. Perhaps you have family members living in different countries. Or, a member of your family has serious health challenges. You may have a blended family - or other circumstances that make arranging your financial affairs more challenging than most. You want to work with professionals who can simplify your life, solve the technical issues, and deal with the human challenges with sensitivity and compassion.

  • New Wealth

    You are new to the challenges of managing significant wealth. You are overwhelmed by the responsibility. You don’t know who you can trust, and are afraid of making the wrong decisions. You want an objective and independent partner to guide you through the “sea of complexity” associated with managing and protecting your wealth.

  • Your first priority is to take care of your family both today and into tomorrow. You want effective long term planning and strategies to optimize your family’s overall financial position, while leaving a Legacy that empowers the next generation.

  • You are proud of your financial success. You and your family members enjoy the lifestyle afforded by your hard work. Your busy schedule doesn’t allow you to stay on top of all the financial details. You want clear, concise advice and information along with increased efficiencies and reduced costs.

  • You want the freedom to pursue your dreams. You know there is more to life than work. You want to ensure all of your affairs are in order, and that your money is working smart and hard for the long term - so you don’t have to.

  • Your family’s financial affairs are complicated. Perhaps you have family members living in different countries. Or, a member of your family has serious health challenges. You may have a blended family - or other circumstances that make arranging your financial affairs more challenging than most. You want to work with professionals who can simplify your life, solve the technical issues, and deal with the human challenges with sensitivity and compassion.

  • You are new to the challenges of managing significant wealth. You are overwhelmed by the responsibility. You don’t know who you can trust, and are afraid of making the wrong decisions. You want an objective and independent partner to guide you through the “sea of complexity” associated with managing and protecting your wealth.