Family Office Services

concierge level service and management for your family's financial needs

Wernau Asset Management strives to provide a peerless and deeply personal family office. We work with high-net-worth families and specialize in the precision and complexity inherent in multi-generational wealth. 

Services include:

• Investment management across multiple generations

• Investing within complex trusts

• Charitable giving strategy and tactics

• Multi-generational wealth planning

• Quarterly coordination with accountant for estimated taxes

• Monthly account reconciliation and cash flow projections

• Budgeting and net worth statement preparation

• Coordination of tax planning and preparation with accountant

• Estate plan review and collaboration with client estate legal counsel

• Dedicated senior tactical support for family financial needs