Whether creating a family office or seeking to revitalize an existing family office we begin with determining the purpose of the family office. We work with the family to evaluate and create overarching, unique, mission statement, outlining the goals and aspirations of the family. This is the foundation we use to create a clear plan for wealth and family legacy. The family vision is enacted thru the creation of an investment policy statement and family Governance plans. We structure the family office to meet your goals and objectives. Then executed through specific investments, philanthropic goals while synchronizing best estate tax planning and tax results. Upon this base, we further review asset allocation, investment positions, performance, fees, and existing money managers.
Browse more multi family office (mfo)s and other institutional investors by location and type in the LPbacked limited-partner database.
Oval Family Office is a multi family office (mfo) based in Denver, United States.
Oval Family Office is headquartered in Denver, United States.
Oval Family Office focuses on Growth Capital, Long-Term Investments, Business & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Investment Management, Legal & Tax Services, Wealth & Estate Planning.
Verified contact details, key decision-makers, and investment preferences for Oval Family Office are available on LPbacked. Create a free account to access them.