High Net Worth Family Office Services, Los Angeles
LOS ANGELES, Dec. 19, 2018 /PRNewswire/ -- Aspiriant, a leading independent wealth management house, today announced the expansion of its Family Office Services for high net worth families living in the San Francisco Bay Area, in addition to its continued full-service family unit office commitment to clients nationwide.
The past decade of potent economic growth from Silicon Valley venture uppercase firms and applied science companies has created a new wave of ultra-high-cyberspace-worth families, many of whom live in the Bay Area and are juggling careers, family, and managing meaning wealth. Aspiriant'due south Family Role Services offer is designed to provide centralized advisory services to streamline, simplify, and manage the complex financial affairs for these families.
Aspiriant'southward Family Office Services group specializes in providing a 360-degree perspective on families' unabridged financial profile and oversees all aspects of wealth management for both start generation and multi-generational families of affluence. The breadth of Family Part Services includes nugget management and reporting, income tax compliance and planning, bill pay and bookkeeping, retirement, philanthropy, manor planning, risk, and cash and debt management. With a full suite of in-house service capabilities, Aspiriant provides comprehensive, objective fiscal advice, and handles the administration associated with managing wealth.
Nikki Michelini is the Wealth Management Director of Family Function Services in San Francisco. Michelini has relocated to San Francisco afterward spending the terminal xvi years serving multi-family unit part clients beyond the land from Aspiriant's Los Angeles location. Michelini is responsible for client relationships in San Francisco and leading a multi-disciplinary team of professionals in all aspects of planning and consulting services provided to clients.
"I am thrilled that Nikki is leading Aspiriant's Family Office Services in San Francisco. I've known her for nearly ii decades and accept admired her wealth management and leadership apprehending," said Aspiriant CEO Rob Francais. "Under her management, our clients will continue to benefit from in-person meetings in a personal setting on a regular ground with a dedicated squad of financial experts who suggest on every attribute of wealth management—from buying a home and holding management of multiple homes to preparing children for college and structuring a legacy souvenir to an educational establishment."
"I oftentimes ask new clients, 'When was the last time your CPA, estate planning attorney and investment advisors met to coordinate an optimal plan for yous and your family?'" said Michelini. "While they may not initially capeesh the power of bringing together all these pieces, once they've experienced it, they can't imagine what life would be like without using this approach to managing their financial lives."
Aspiriant clients find a new-establish freedom to go about their lives - focusing on their careers or children, traveling extensively, or pursing other passions - without the worry of having to pay bills or get together annual tax information. They have peace of mind knowing that they have an exceptional squad of professionals looking subsequently all things mundane and complex. Clients experience a profound shift in ease of determination-making and clarity of purpose and priorities. This trust in Aspiriant'southward abilities leads to lasting, meaningful relationships and a rewarding feeling for all involved.
More About Nikki Michelini
Nikki Michelini, who specializes in serving Aspiriant's virtually flush families, brings a securely caring, high-touch and personal approach to clients. She has extensive feel in working with C-suite executives and family unit-owned enterprises on a range of bug from advising on equity compensation, full-bodied positions, liquidity result planning, and business organisation succession, to wealth transfer planning for family and philanthropy purposes, education and preparation of next generation wealth inheritors, and family stewardship and family and philanthropic legacy. In add-on to her client service responsibilities, Michelini has contributed to Aspiriant with leadership roles in the areas of concern evolution, client service offering evolution and enhancement via serving on Aspiriant's Customer Service Committee and co-chairing the firm's Wealth Planning Commission and managing a Family Office Services' team of seasoned Wealth Management professionals.
Prior to joining Aspiriant, Michelini was a Client Service Manager in the Family Office Services group at myCFO. While at myCFO, she also contributed to developing the family part, estate planning and philanthropy service offering and platform for the firm. Michelini began her career in the Personal Fiscal Services grouping at PricewaterhouseCoopers, where she focused on taxation, retirement and manor planning for affluent families.
About Aspiriant
Aspiriant is a leading contained wealth management business firm in the U.S. with more than $12 billion of assets under management and advisement. The firm provides a total range of wealth management services for over 1,700 individuals, families and institutions throughout the country with offices in Los Angeles, San Francisco, Silicon Valley, New York, Boston, Minneapolis, Milwaukee, Cincinnati, San Diego and Orange County. For more information, visit www.aspiriant.com.
Connect with us:
SOURCE Aspiriant
Related Links
http://www.aspiriant.com
Source: https://www.prnewswire.com/news-releases/aspiriant-extends-its-family-office-services-for-high-net-worth-families-in-the-san-francisco-bay-area-300768643.html
0 Response to "High Net Worth Family Office Services, Los Angeles"
Post a Comment