How Affluent Families Work with Socius

Growing and preserving your legacy across generations.

YOUR PROCESS WITH SOCIUS FAMILY OFFICE

You want the world for your children, and want to ensure they enjoy the same peace of mind when you’re gone—but you worry. It’s a challenge almost all high-net-worth (HNW) families face: 70% squander their estate by the second generation, and 90% by the third.

HERE’S HOW WE WORK

We work with affluent families to retain their financial standing and achieve peace of mind.

1: DISCOVERY

It starts by stepping into your shoes. We’ll listen, learn, and dive into past records, gaining a holistic understanding of your finances and how you’ve navigated thus far with other advisers.

2: STRATEGY

Next, we’ll create a detailed diagram of your estate—mapping out ownership of entities and holdings across your family.

In most cases, we identify better ways to strategically organize your financial affairs. We’ll work with your lawyers, accountants, and existing advisers to develop strategies to protect your estate more effectively.

3: EXECUTION

After you’ve understood and approved, we’ll implement any strategic changes and begin serving you as a full family office—caring for your affairs, securing your insurance, managing your entities, assets, and investments, planning for your retirement, and offering vigilant stewardship. Through all this, we maintain an independent book of record for full transparency.

We’ll go a step further by ensuring your children are prepared for the future. Surveys of the affluent reveal that four out of five wealth creators feel the next generation isn’t responsible enough to handle their inheritance. Socius works directly with your family members to instill sustainable financial practices and behavior.

Schedule your first meeting

with Socius today to learn how we can help protect your legacy.

OUR INFO

Southeast Office
200 East Las Olas Boulevard, Suite 1550
Fort Lauderdale, FL 33301
561.404.0484

Northeast Office
4500 Brooktree Road, Suite 105
Wexford, PA 15090
724.602.2912