About Us
Family Office Services
Medici Family Office helps empower family dynasties. Ask us about:
- Financial planning
- Investment advice
- Retirement planning
- Education funding
- Estate planning
As your private family office, you will have exclusive access to our family office network of portfolio managers, off market opportunities, lenders, equity providers, real estate experts, insurance specialists, etc
Holistic Approach
We use our proprietary wealth optimization model to help you, your family, and your business stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.