Clients / Family Offices

Family Offices

Family offices can be time-consuming to manage. We support and collaborate with your office to maximize your benefits.
Our Family Offices Approach

Family offices play a critical role in growing and preserving your family’s wealth. With TBH Advisors, you can strengthen the impact of your family office with coordinated financial services.

The key to successful wealth management is comprehensive planning and communication. A financial advisor can help your family office excel by broadening the range of services available to you and filling crucial gaps when they exist. Our “listen first” approach also means that you gain a partner for the long-term who understands your precise needs and is committed to your ongoing success.

At TBH, we offer a suite of services to help streamline your family office and offer more comprehensive wealth management. From generational assets like cash, businesses, and real estate, to tax implications and risk identification, we connect you with the in-house experts you need.

Recommended Family Office Services
We assist our clients in ensuring their families are protected with sound estate and legacy planning. Life can be unpredictable, but we coordinate with your other trusted advisors to ensure your legacy has a lasting impact.
We equip our clients with the information they need to safeguard their assets. By taking the time to get to know you, we reduce your risk and help shield the people and things that matter most to you.
Our Focuses

Integrated Planning

We ensure the components of our clients’ family offices make one cohesive whole by bridging communication and strategy across multiple partners.

Asset Allocation

Our clients’ family offices play a key role in managing their wealth. We help by diversifying their assets and maximizing their returns.

Philanthropic Planning

Our clients’ family offices work to protect their legacies. We assist with long-term planning for charitable giving.

Tax Strategy

We simplify the tax obligations of family offices by verifying that they remain compliant with tax laws and pinpointing ways to minimize their liabilities.


Find the right team for your financial goals.

Our talented teams are as unique as our clients. Their diverse areas of expertise allow you to work with the perfect individuals for your goals.

Contact TBH

Learn more about TBH and how we can help.

At TBH, your financial goals are our top priority. Contact us to schedule a free consultation and see how we can help you achieve them.

Contact TBH

Let us assist you in achieving your financial goals.

At TBH, your financial goals are our top priority. Contact us to schedule a free consultation and see how we can help you achieve them.