Prosperitas helps manage the complexities associated with wealth through multi-client family office, independent family office and financial planning services for affluent families and individuals.
For multi-client family offices, we offer the following services designed to assist wealthy families and indivuals manage their affairs.
• Administration
• Family focused
• Investment Management
• Tax & Estate Planning
We assist independent family offices services geared to work with their existing professionals offering independent offices the following services:
• Operation Review
• Formation
• Outsourcing
Our financial planning services are designed for individuals who do not need the extensive array of family office services.
• Integrated investment, tax and estate planning
• Education planning
• Retirement planning
• Investment selection, review and oversight
2008