Family Office Services
A complete service for complete peace of mind
Diligent's Family Office Services provide specialist support to families with substantial assets and can be invaluable for customers whose commitments, complexity of assets or sheer size of family make it difficult for them to find the time for their personal financial management.

Our integrated management solutions can deliver considerable benefits, coordinating all the different professional disciplines required to manage your family's financial affairs effectively, determining appropriate asset allocation and investment management strategies with an in-depth understanding of your family's objectives and financial situation, including its insurance, tax and estate management arrangements. These services can be integrated or provided singly, including:

• Asset Allocation & Investment Management
• Tax Planning & Preparation
• Banking & Credit Relationships
• Budgeting & Financial Statement Preparation
• Bill Paying & Cash Flow
• Legal & Document Retention
• Insurance Placement & Management
• Philanthropic Giving & Management
• Estate Planning & Trust Administration
© 2013 Diligent Investments & Trust
Personally-tailored wealth management and
corporate financial advisory solutions