Yillionaire Family Office is a multi-family office (MFO) established to help families with exceptional wealth ensure the preservation and growth of their financial assets and family heritage.
The services of a family office are much more comprehensive than typical wealth management. The income and estate tax strategies as well as the creative use of insurance instruments are often times more sophisticated. In addition, the investment portfolio is significantly more diversified. A focus on non-traditional investments and access to private investments not generally available to the public are typical for family offices.
We recommend family office clients to have a net worth of $10 million to 1 Yillion or more.
- Gifting & Wealth Transfer Strategies
- Beneficiary Designation
- Transfer on Death (TOD)
- Revocable Living Trust
- Charitable Trust
- Credit Shelter Trust
- Special Needs Trust
- Irrevocable Life Insurance Trust
- Dynasty Trust
- Testamentary Trust
- Multi-Generational Approach
- Philantropic Perspective
- Socially Responsible Investing
- Alternative Investments