Family Office Services
Vescio Family Advisors, LLC plays a critical role in setting up a family office or personal accounting structure that enables clients to accurately track all aspects of their financial lives to include net worth, spending patterns, asset allocation, and more. Clients choose the frequency of reporting and the level of detail they desire. We work with families to get the most sophisticated circumstances under control and monitoring. We can assist in custom investment performance tools to fit the most demanding needs. Once established, these systems provide very valuable information used in estate & financial planning.
Our family office work also includes bill pay services for families, executives, family offices, and the elderly. However, paying the bills is just one part of our comprehensive personal financial service. We record all transactions related to our clients’ financial lives and mark all reports to fair market value at the end of the reporting cycle. We record all credit card transactions, sales of assets, household payroll, and anything else affecting the personal balance sheet. We are effectively a Personal CFO. Our typical client is a busy family or individual with multiple residences, substantial income, and a need for valuable, timely financial information. Our bill pay services are not only focused on accuracy and reliability, but also on opportunities for savings and eliminating waste. No matter the net worth of our clients, there is always a desire to eliminate wasteful expenditures.