Estate & Trust Planning for UHNW Families
Your plan should reflect what you intend today. We help design, review, and maintain wills, trusts, and multigenerational wealth transfer structures, then keep them working as written.
Family Wealth Management, Coordinated in One Place
Family Office Services for Ultra-High-Net-Worth Families
Significant wealth creates significant complexity. A business sale. Private investments spread across a dozen funds. Property in three states. Trusts drafted a generation ago. A family that now spans four households and two generations of decision-makers.
Every decision touches the others, yet most ultra-affluent families manage them through a patchwork of professionals who rarely talk to each other, which leaves the family to coordinate everything.
Savant’s family office solutions are designed to help remove that burden. A lead advisor guides your family and draws on a team from across our firm, including financial advisors, investment researchers, tax specialists, estate planning attorneys, and trust professionals. They work from one shared view of your family’s full financial picture, so your estate plan, your tax strategy, and your portfolio reinforce one another instead of working at cross purposes.
That is what integrated wealth management looks like in practice. Fewer professionals you have to coordinate. Fewer gaps between advisors. More time for the parts of life that drew you to build this wealth in the first place.
Explore Savant's Services for Ultra-High-Net-Worth Families
Family Legacy Planning for UHNW Families
Wealth transfers on paper. Values transfer through conversation. We help families define a shared vision, build governance, and prepare rising generations for what comes next.
Tax Services for UHNW Families
Tax planning deserves attention all year, not just when the K-1s arrive. Our tax professionals look for opportunities across your entities, trusts, private investments, and charitable giving.
Private Markets Access for UHNW Families
Substantial wealth opens a broader opportunity set. We help evaluate private market strategies with attention to your liquidity needs, time horizon, and existing holdings.
Total Balance Sheet Reporting for UHNW Families
You cannot manage what you cannot see. We consolidate assets and liabilities into one clear picture, including business interests, real estate, and private investments.
Personal CFO Services for UHNW Families
Professional financial operations for your family. Your team helps oversee cash flow across entities, coordinate household payroll and bill pay, and bring order to the financial details.
Family Office Operations for UHNW Families
Building a family office, or refining one? Our family office consulting helps you evaluate the options, structure the function, and supplement your in-house team.
Insurance Services for UHNW Families
Protection belongs inside the plan. We review coverage across life, property, liability, and specialty risks, then coordinate with your insurance professionals to close gaps.
Family Office Services
How Savant Works With Ultra-High-Net-Worth Families
Complex wealth management calls for more than a broader menu of services. It calls for a partner who understands how the pieces connect, and who puts your family’s interests first. Savant serves as an independent, fiduciary advisor.
Here is how we work alongside the families we serve:
We start with your intentions, not your assets.
Before we recommend a structure or a strategy, we ask what you want this wealth to accomplish, for whom, and over how long. Those answers shape everything that follows.
We serve as your family's advocate.
Your Savant team coordinates with the attorneys, accountants, bankers, and consultants your family already trusts, and steps in as the central point of contact so nothing falls between the cracks.
We help protect what you have built.
Wealth preservation strategies, risk review, and disciplined investment oversight work together to help your family hold onto hard-won gains through market cycles and life transitions.
We help prepare the next generation.
Family governance and education give rising family members the context, the confidence, and the shared language to steward wealth well. Generational wealth planning succeeds or fails on this point far more often than on tax structure alone.
We simplify the day-to-day.
From consolidated reporting to financial concierge services, we take on the administrative weight of a complicated financial life.
We stay long-term.
Savant has served families since 1986, and we build teams and structures designed to serve your family for generations to come.
Frequently Asked Questions about Savant’s Family Office Services for Ultra-High-Net-Worth Families
What is a family office advisor?
A family office advisor coordinates every part of a wealthy family’s financial life, including investments, tax strategy, estate planning, reporting, and daily operations. Rather than handling one piece, the advisor leads a team of specialists and serves as the family’s single point of contact, so decisions in one area account for their effect on the others.
What services does a family office provide?
Family office services typically span investment management, estate and trust planning, tax planning and preparation, consolidated financial reporting, risk and insurance review, philanthropic planning, family governance and education, and day-to-day financial administration such as cash flow oversight and bill payment. The mix varies by family, since the point is to fill the gaps a family cannot or does not want to staff itself.
What is the difference between a family office and wealth management?
Wealth management centers on investments and financial planning. A family office starts there and adds the surrounding work, including tax, estate, reporting, governance, and administration, delivered by one coordinated team. The practical difference is scope and integration: A family office handles complexity that spans entities, generations, and asset types.
Who needs family office services?
Ultra-high-net-worth families generally consider family office solutions when their financial lives outgrow a single advisor relationship. Common signals include multiple entities or trusts, a recent or upcoming business sale, private investments and real estate across several states, wealth shared among more than one generation, or the sense that no one holds the complete picture.
How is Savant’s family office different?
Savant coordinates family wealth management through Savant and its affiliated service providers, while working with outside professionals when appropriate. Financial advisors, investment researchers, tax professionals, wealth transfer, and trust professionals all work from a shared view of your balance sheet. Savant has served families since 1986 as an independent, fiduciary advisor.
What should we look for when choosing a family office?
Fit matters as much as capability. Consider looking for independence, meaning a fiduciary who is paid by your family rather than by the products they recommend, genuine integration across investments, tax, estate, and reporting rather than referrals handed off to outside firms, and a team structure built to outlast any one advisor. Ask how decisions get made when your advisor, your tax team, and your estate attorney disagree. That answer tells you more about a family office than any brochure will.
