Family Office Services
Resources For Your Family’s Needs
We understand that the needs of high-net-worth and ultra-high-net-worth families are often multi-faceted and complex. Whether providing advice regarding investments, tax strategy, estate and legacy planning, trust solutions, or philanthropy, our team of specialists can help lessen your family’s burden. Our wise counsel will provide ongoing professional guidance and oversight on the road to helping pursue your family’s goals.
We know your family’s financial needs are complex and interdependent – investment management, tax management, estate planning, and retirement planning, to name a few. Because Savant’s team includes financial advisors, investment researchers, estate planning specialists, attorneys, an in-house private trust department, tax accountants, and accounting professionals, we can help coordinate these complexities all in one place. In essence, Savant’s comprehensive solution becomes your family’s personal financial concierge.