Family Goals
A Lasting Legacy
Maintaining family connectivity and continuity is important to the future of ultra-affluent families. We work with families on successful family governance, communication, transition planning, leadership development and more.
Communication
By hosting family meetings and creating family-pooled entities, we’re able to foster communication and create an environment in which the current generation can transfer wisdom to the next. For families in need of additional guidance, we also offer one-on-one mentoring to help younger generations with life’s big transitions.
Concierge
Families rely on us for a variety of services that simply make their lives better. Our concierge services are available 24/7 and include travel arrangements, helping with household employee selection and background checks, event planning, slideshow and video preparation, locating healthcare, selecting high quality tutors, and much more.
Family meetings and communication
Event and travel planning
Tax Mitigation
Adjusting and adapting to changes in trust law, taxes and personal situations requires planning and diligence. At Argos, we look at wealth and taxes from all angles to mitigate taxes. To ensure that our families experience optimal tax savings, we continuously review strategies for estate planning, gift taxes, income taxes, charitable giving and property taxes.
Our professionals also conduct state tax analysis, prepare and review tax returns and provide audit expertise to help our families reduce their taxes and their exposure to ineffective tax structures.
Maximizing after-tax returns
Tax return, review and preparation
Investments
Personalized Investment Portfolios
Argos Family Office is not an investment advisor. Rather, we work with the client families’ investment advisor to provide the necessary information around liquidity, tax status and time horizon. This way the investment advisor can make the most informed recommendation possible.
Reporting
Comprehensive Asset Information
With an acute understanding of each family’s objectives, we regularly provide customized reports. Reporting includes:
Portfolio performance evaluations
Net worth summaries
Estate and income tax analysis over time
Compliance reporting for banks, taxes and other obligations
Global expense tracking and reporting
Every quarter, all of the Argos advisors gather to meet with each family and review the quarterly reports as well as any other reports the family requests.
Income and spending over time
Property Management
Smart management and acquisition
Managing assets can be time consuming and complicated. Families turn to us to help them through the process of asset purchasing, insuring and management. We conduct in-depth research for our families when it comes to buying, financing and insuring large purchases like cars, boats, planes, houses, farms and collectibles.
Acquisition, management and disposition
