• Unbiased & Independent
We do not sell financial products, nor do we receive compensation or commissions from those that do.
• Team Approach
We work with a family’s existing trusted advisors as well as assist in the selection of additional advisors. We ensure all of your professionals are working from the same playbook.
• Economies of Scale
As Prosperitas is a family office for multiple families as well as an advisor to independent Family Offices, you will benefit from:
• A lower cost structure
• Greater access to investment vehicles
• More favorable product/service provider pricing
• Comprehensive & Timely
All aspects of planning and administration are integrated – from investment, tax, succession, asset protection & estate planning to bill paying, and asset administration.
Your financial picture is summarized in meaningful reports which you help design. So you will know on a timely basis what happened and why.
• Exceptional Service
Each of our Managing Directors include attorneys, CPAs and investment specialists. Each brings more than twenty years of professional wisdom and specific insight into the complex issues facing high net worth families.
We pride ourselves in providing highly personalized attention to our families in solving every day problems, planning for the future as well as providing continuity in times of crises. Simply stated, we exist to serve our families.
• Integrity & Confidentiality
You are assured you and your family’s personal affairs will remain private. We maintain stringent confidentiality standards.
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