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.

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.

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.