Your family’s single point-of-contact
for all your financial affairs.
Life with wealth involves endless details, decisions, and interests to align. While advice is easy to come by, you still need to implement that advice, manage all your partners, and ensure everything’s working in your best interest. Your affluence should enrich your life, not complicate it.
You need someone you can trust—someone to handle all your affairs and orchestrate your various partners; someone who can translate your requests into actions; someone who can give you hard truths, honest assessments, and clear direction.
That’s exactly what Socius provides with our family office services.
Moving beyond advice and planning, Socius executes your plans, organizes your affairs, and simplifies your life. When you prefer a hands-off approach, we’re here to take the reins. When you want to dive into the details, we’ll illuminate every aspect and empower you to make more informed decisions.
Think of us as the quarterback for all your financial affairs. We ensure all the moving pieces are aligned and working together, from your accountants, legal counsel, and insurance providers to your philanthropic initiatives, investment holdings, and succession strategy.
Whether you want to build a new home, start a foundation, or ensure future generations enjoy a comfortable lifestyle, we serve as the first, last, and only person you need to talk to. As stewards of your financial life, we’ll be here to pay your bills, care for your assets, secure your insurance, and answer any questions.
Are you sure your finances are in good order? Want to give Socius a try before committing? For a one-time fee, we’ll review all your investments, tax returns, and estate plan to uncover waste and identify substantial savings opportunities.
Find hidden fees, reveal the risks you’re taking, see how your performance compares, and ensure your advisers are acting in your best interests. If we can’t find 10x our fee in potential savings, we’ll return your payment.
Want to give us a shot before committing? Read about our Forensic Planning Analysis, where we’ll uncover savings worth at least 1% of your wealth for a 0.1% retainer—if we don’t deliver over 10x our fee, you can keep it.