Prosperity with Purpose

Your Private Family Office

Family Wealth Transition

It is a proven pattern in all societies that wealth cycles from shirtsleeves to shirtsleeves in three generations. Why is this pattern so prevalent and how can a family sustain wealth over generations?

Our goal is to help you attain prosperity with purpose. We work with families to help ensure that they are taking steps to adequately prepare heirs for managing wealth, and help facilitate wealth transfer over your lifetime.

At Moranda Family Office, we believe that as your children and grandchildren grow up, it is important to teach them about your family values, philanthropy, and their inheritance. By having these conversations with your family, you will give them the tools they need for successful wealth transition.

The Family Financial Round-table has been created to enable these conversations in a safe, open and honest environment. Through these meetings, we help your family talk about your financial matters together. Our team works with your family to ensure these conversations are respectful, accountable and relevant to your family’s unique needs.

Unbiased Second Opinion

Our clients often come to us with questions about whether their current portfolio is meeting their goals, about the transition of their estate to the kids, if their professionals or managers are achieving the best results, or if the fees they are paying are reasonable. If you wonder about these things, we can help.

We start with a “Second Look”. This includes a review of your existing family needs, your portfolio, and your various business structures. As we do not sell financial products, we can provide a completely unbiased opinion.

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Family Financial

Our goal is to help you attain prosperity with purpose. We work with families to help ensure that they are taking steps to adequately prepare heirs for managing wealth, and help facilitate wealth transfer over your lifetime.

At Moranda Family Office, we believe that as your children and grandchildren grow up, it is important to teach them about your family values, philanthropy, and their inheritance. By having these conversations with your family, you will give them the tools they need for successful wealth transition.