Everyone has that list—you know, the one of all the household chores we should be doing. Unfortunately, when these chores pile up, especially ones like paying bills and managing mail, they can siphon time away from more important business and personal endeavors. This can easily happen if you own multiple properties or travel frequently. The good news: family office services targeted to your situation can alleviate these worries and unproductive use of time.
Intrigued? Here’s when to consider working with a family office.
You have or want a personal assistant
While a personal assistant can take care of household and administrative tasks, you’re getting only one person’s skill set—and limited internal controls. You must also determine the logistics of how and from where your personal assistant should work. And if your personal assistant were to leave, then what?
The Origin Family Office provides you with a team of experts. A diverse set of skills and oversight to provide you the service you need, when you need it. What’s more, you won’t have to worry about hiring, firing, or housing a staff member. Our family office also gives you consistency in services—turnover is our problem, not yours—and a robust set of internal controls.
You’re always on the move
If you regularly go back and forth between residences or enjoy traveling, you may find it difficult to keep up with paying bills and keeping track of your mail. Our family office can take care of these chores for you, so you can spend your time as you please. We can provide a centralized location for mail, bill pay, and other communications, allowing you to travel worry-free knowing your affairs are handled.
Your financial affairs are complicated
When you have multiple professionals working for you and your family—such a wealth managers and attorneys—it can be hard to keep everything straight. A family office can act as your quarterback. At Origin, we serve in this role to integrate with professional team members to streamline and simplify our clients’ obligations and duties.
You wish you had more time
When your family office takes care of your personal and financial details, you’re free to live life to the fullest. We realize this looks different for everyone, which is why we adapt our services to your unique situation. We can supplement the capabilities of your existing team or design an Origin team specific to your needs.
If you’d like to consider how Origin Family Office can help you simplify your life, contact us today. .