Family Enterprise Wealth Management and Legacy Planning Services
Empowering Family and Business Dynasties
Welcome to Medici Family Office, your strategic partner in moving from success to significance.
By collaborating with Medici Family Office, you will align your family and business with the leading values based family office in the world. Gain access today to our private eco-system of highly respected strategic partners, our innovative collaborative process, and fulfill your life purpose and leave a positive legacy.
“Medici”, as we are affectionately known, can help you make a difference for generations to come.
Nathan Mayer Rothschild
(1777–1836)
“It takes a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it.”
Ratan Tata
Indian industrialist
“Apart from values and ethics which I have tried to live by, the legacy I would like to leave behind is a very simple one – that I have always stood up for what I consider to be the right thing, and I have tried to be as fair and equitable as I could be.”
Andrew Carnegie
Industrialist and Philanthropist
“No person will make a great business who wants to do it all himself or get all the credit.”
The Benefits of Working with our Family Office
We utilize a proprietary process to rapidly expand your personal, family, and business vision and capabilities.
We share with you core principles utilized within our network of UHNW families and multi-generational businesses so that you can easily duplicate positive results quickly.
We work with your existing team of advisors, while tapping into the strengths of Medici Family Office’s network , so that you can save time and money while achieving your goals in a timely, efficient, and effective manner
We enhance communication and productivity among your family members, business colleagues, and professionals by discovering, and re-aligning, everyone’s unique abilities so that behaviors are appropriate for achieving your tactical and strategic plans.
We customize our services and resources to meet your specific family and business needs
We work as confidential and trusted Wealth and Legacy Consultants, to our clients and their families, who have worked hard to build their wealth and are looking to us to preserve and grow this wealth over multiple generations.
How Do You Engage Medici Family Office?
- Tell us your story and your desired results. Everything that you discuss with Medici Family Office will be private and confidential.
- Whatever projects that we agree to work on together will be clearly identified in our Engagement Agreement as a Priority Project.
- Establish your own bespoke and confidential family office by utilizing Medici’s proprietary resources and private network.
- We collaborate with you to arrange your family affairs so that your family’s values and wealth are protected and empowered for generations to come.
Our Value Proposition Is Simple
- Advice is provided with an understanding of how specific objectives align with your family values
- Services are offered to your entire high net-worth family
- Our process ensures that all advisors work together in a coordinated manner toward your goals and dreams based upon your core values.
- Investments and risk management are treated as an integral component of your True Wealth so that you can preserve and grow your overall family net worth.
- Save time and money through a coordinated project management approach that is based upon our unique collaboration model.