Family Office Services

The sole commitment of Paradigm Financial Partners LLC is to enhance the financial lives of our clients and to enrich their family legacies. This means helping you to organize and deploy your wealth in ways that enable you and your family to lead lives that are happier, more harmonious and secure.

Our comprehensive “Family Office Services” includes everything from values-based wealth, income and estate planning to assistance with insurance, taxes, real-estate holdings, credit solutions, multigenerational wealth planning, entrepreneurial needs and philanthropy.

Step 1 – Provide Comprehensive Performance Reporting

  1. Aggregate all investment accounts.
  2. Provide a consolidated "One Page" investment summary of each account relative to their appropriate benchmark.
  3. Provide performance information by asset class and security.


Step 2 – Provide Comprehensive Asset Allocation Reporting

  • We will create a comprehensive asset allocation statement breaking down an aggregated investment portfolio by asset class relative to strategic targets.

Step 3 – Provide Recommendations on Asset Allocation Changes

  • Based on information generated in steps 1 & 2 above, we will recommend changes in the asset allocation to make sure our investors have real diversification and are positioned to meet their investment objectives.
  • Importantly, we will work to engage all our clients in our values-based wealth planning program.

Step 4 – Provide Recommendations on Manager Changes

  • Based on the information in Steps 1, 2 & 3, we will recommend changes to existing managers/investments and also recommend new managers/investments to help the portfolio maximize after tax returns for a given level of risk.

Step 5 – Provide Insights & Ongoing Guidance On How To Drive Down Overall Investment, Reporting & Implementation Fees and Costs.

  • Fees matter significantly.
  • We constantly review clients' fee structures/costs as we look to actively optimize our portfolios efficiency by dramatically reducing unnecessary fees and expenses through our unique approach to drive down investment manager, investment advisory, trading and tax costs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck