FAMILY OFFICE SERVICES FOR BUSINESS OWNERS AND HIGH-NET-WORTH FAMILIES
One team. One picture. Everything connected.
Most high-net-worth families don’t have a wealth problem. They have a coordination problem. Too many advisors, no one watching the full picture. Proffitt Corner Advisors fixes that.
$1.3M+
Client Tax Savings
50+
States Served Nationwide
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- IRS Enrolled Agent
- Integrated Tax & Exit Planning
- Nationwide Client Base
- Confidential Advisory Process
WHAT IS A FAMILY OFFICE?
Most people with significant wealth have a coordination problem.
Nobody is sitting across from you with the full picture, connecting every conversation before one of them quietly creates a problem in another. That’s what Proffitt Corner Advisors does. Not just another advisor, the person who makes all the others work together.
What a Family Office Actually Manages
Unlike a single financial advisor who focuses on one area, a family office covers the complete picture, connecting decisions across every layer of your financial life.
- Personal wealth tracking, cash flow, and lifestyle planning
- Investment portfolio oversight and coordination with managers
- Tax strategy across personal and business entities
- Estate documents, trust structures, and generational wealth planning
- Business advisory — compensation, succession, exit preparation
- Financial administration, consolidated reporting, and document organization
Why Coordination Is the Core Value
Most high-net-worth families have a CPA, an attorney, a financial planner, and a business advisor, and none of them talk to each other consistently. Decisions made by one advisor affect the others, and those gaps cost real money over time.
- Tax decisions that affect your investment account aren't always communicated to your CPA
- Estate planning structures don't always account for your business exit timeline.
- Retirement projections rarely factor in the full picture of business income and distributions.
- Liquidity events create tax consequences that only show up at year-end — too late to plan around.
We, at Proffitt Corner Advisors, closes those gaps. One team, one consistent financial strategy, one consolidated picture of where you stand.
FAMILIES THAT BENEFIT MOST FROM FAMILY OFFICE SUPPORT
Family office advisory isn’t limited to a single wealth level.
It’s relevant for any family or individual whose financial life has grown complex enough that no single advisor can manage all of it well.
Business Owners & Founders
Your personal wealth is tied to your business, which means every business decision, compensation, distributions, and buyout terms, has a direct impact on your personal financial position. Family office advisory coordinates both sides of that relationship.
Entrepreneurs After a Liquidity Event
A business sale or capital event creates a sudden concentration of wealth and an immediate set of tax, investment, and estate decisions that need to be made quickly and correctly. This is one of the highest-stakes financial moments a family navigates.
High-Income Professionals
Physicians, attorneys, executives, and other high-earning professionals accumulate complex compensation structures, RSUs, deferred income, bonuses, and retirement accounts that require coordinated tax and wealth planning to be managed effectively.
Multi-Generational Family Businesses
When a family business spans two or more generations, the financial decisions made today, ownership structure, compensation, and buyout agreements shape what the next generation inherits. Family financial planning coordinates the business and the family’s interests together.
Complex Investment Structures
Families with assets spread across real estate, operating businesses, brokerage accounts, trusts, and alternative investments need consolidated oversight, not a separate advisor for each asset class with no single view of the whole.
Pre-Retirement or Succession Planning
Whether you’re planning a business exit or transitioning out of your primary earning years, the window before that event is when the financial preparation matters most. Planning that starts early produces measurably better outcomes than planning that starts at the deadline.
COMPREHENSIVE FAMILY OFFICE ADVISORY SOLUTIONS
At Proffitt Corner Advisors, we cover every dimension of a high-net-worth family's financial life.
Personal Financial Planning
A complete picture of your personal financial position updated consistently and used as the foundation for every other advisory conversation. Most families either don't have this or haven't looked at it since it was first created.
Investment Oversight and Reporting
We don't manage investments directly; we act as the oversight layer. Most families with multiple investment managers have no single person ensuring the overall portfolio is coherent, appropriately diversified, and aligned with their goals.
Tax Strategy Coordination
Tax decisions made mid-year without awareness of what's happening across your investments and business entities are expensive. Our team, which includes IRS Enrolled Agents, coordinates tax strategy with your CPA so nothing is planned in isolation.
Estate and Legacy Planning
Estate planning done well isn't just about having a will; it's about how your assets are structured, how wealth transfers, and whether the plan you put in place today still makes sense as your business and family situation change over time.
Family Business Advisory
For business-owning families, the business and the family's personal finances are not separate. Compensation decisions, distribution timing, and ownership structure all directly affect personal tax exposure, retirement readiness, and estate planning outcomes.
Financial Administration and Reporting
High-net-worth families typically hold assets and obligations across multiple entities, trusts, and accounts. Without a single consolidated view, decisions get made without the full picture. We organize the administrative layer so you always know exactly where you stand.
OUR STRUCTURED FAMILY OFFICE APPROACH
At Proffitt Corner Advisors, every engagement begins with a complete understanding of where the family stands financially, not just the headline numbers, but the full structure of assets, entities, advisors, and goals.
(Discovery)
Financial Discovery
A structured review of your complete financial position, every asset, liability, entity, and advisor relationship, alongside a clear understanding of your family’s goals and priorities over the next 5, 10, and 25 years.
(Strategy)
Strategy Development
An integrated financial roadmap covering personal planning, tax strategy, investment oversight, and estate alignment is built as one coherent plan rather than four separate documents.
(Implementation)
Implementation
Coordination with your existing attorneys, CPAs, and investment managers to execute the plan, setting up reporting systems, restructuring entities where needed, and ensuring every advisor is working from the same strategy.
(Ongoing)
Ongoing Monitoring
Quarterly or monthly sessions covering performance review, tax position updates, estate plan maintenance, and any major decisions the family is facing with proactive recommendations, not just reactive responses.
FLEXIBLE FAMILY OFFICE ENGAGEMENT OPTIONS
At Proffitt Corner Advisors, we offer three ways to structure your family office advisory relationship, depending on the complexity of your financial situation and the level of ongoing oversight.
(Ongoing Advisory)
Multi-Family Office Services
A shared advisory team to deliver comprehensive family office functions across personal planning, tax coordination, investment oversight, and estate management. You get the full service scope of a family office at a cost structure that works for families with $2M–$50M in assets, without building a dedicated internal team.
Best for: Families with $2M+ in assets seeking comprehensive financial coordination on a continuing basis
(Time-Bound Project)
Project-Based Advisory
Full family office advisory support for a defined financial event with a clear scope and timeline. Liquidity events, estate restructuring, and succession planning all require concentrated effort and coordinated expertise across multiple disciplines delivered without committing to a long-term retainer.
Best for: Families facing a specific, time-sensitive financial event requiring coordinated multi-disciplinary advisory
(Combined Advisory)
Integrated CFO + Family Office
Our most comprehensive engagement combines fractional CFO services for the business with full family office advisory for personal wealth. For founders and owner-operators, the financial boundary between business and personal is rarely clean. This model treats both sides as one connected strategy from the start.
Best for: Founders and owner-operators where business and personal finances need to be managed as one integrated strategy
WHO ACTUALLY CALLS US
There’s no single profile.
Anyone whose financial situation has gotten complicated enough that the people managing pieces of it aren’t talking to each other. That’s where Proffitt Corner Advisors comes in to handle everything.
- Business owners and entrepreneurs
- Families with $2M+ net worth
- Multi-generational family enterprises
- Professionals with complex pay structures
- Founders preparing for exit or retirement
- Families After a Sale
WHAT SETS OUR FAMILY OFFICE APART
Here's what's actually different about how Proffitt Corner Advisors works.
Your Tax Advisor and Your Financial Advisor Are the Same Team
Most families don’t realize how much that gap costs until they’re looking at a tax bill that could have been half the size with two weeks of planning. We have IRS Enrolled Agents in-house. That’s not common. It means the person helping you decide when to take a distribution and the person filing your taxes are in the same room.
We Don't Ask You to Fire Your Existing Advisors
We work alongside your existing attorneys, CPAs, and investment managers; we just make sure everyone is looking at the same strategy. Think of us less as a replacement and more as the person who finally gets everyone in the same conversation.
We Actually Understand What It Means to Own a Business
A lot of advisors treat business owners like high-income employees with an extra account. That’s the wrong frame entirely. When most of your net worth is sitting inside a business you run, the financial decisions look completely different: compensation structure, distribution timing, exit planning, what you pass to your kids, and how.
We Start Where You Are — Not Where We Want You to Be
We don’t walk in with a predetermined package. Some families need quarterly oversight and deep estate coordination. Others need a focused project, a business exit, a trust restructure, or a liquidity event. We start with what you actually need right now and build from there. If that changes, so does the engagement.
You'll Finally See Everything in One Place
One of the first things we build for every client is a consolidated financial picture of all accounts, entities, real estate, business interests, and liabilities in a single report that actually makes sense. It sounds simple. In our experience, most families with significant wealth have never had this. They’ve had pieces of the picture. Never the whole thing.
FREQUENTLY ASKED QUESTIONS
A family office handles everything your financial life involves. Taxes, investments, estate planning, business finances, and the reporting that ties it all together. But it's less about what we do and more about the fact that someone is watching the whole picture. Most people with significant wealth have multiple advisors. What they usually don't have is someone making sure those advisors are working in the same direction. That's the gap Proffitt Corner Advisors fills.
We generally start working with families who have $2M or more in net worth, but the real question isn't the dollar amount. It's whether your finances have gotten complex enough that no single advisor has the full picture. If you own a business, hold assets across multiple entities, have a trust or two, and your CPA, attorney, and financial planner have never been in the same meeting, that's when a family office starts making sense.
A wealth manager focuses primarily on your investment portfolio construction, asset allocation, and performance. Proffitt Corner Advisors covers everything else, too. Your taxes, your business structure, your estate documents, your succession plan, and how all of those things interact with each other. The difference isn't just scope. It's that a wealth manager optimizes one piece of the puzzle, and a family office looks at whether the pieces fit together at all.
No. Proffitt Corner Advisors doesn't hold or manage investment accounts directly. What we do is sit above your investment managers and make sure the overall picture makes sense, that your allocation matches your actual risk tolerance, that your tax position is factored into how and when assets move, and that your investment strategy isn't working against your estate plan. If you need an investment manager and don't have one, we can point you toward people we trust. But we don’t do portfolio management.
Yes, and for most of our clients who own businesses, this is the most valuable part. We have an Integrated CFO + Family Office model that handles both sides together — the business strategy and the personal wealth planning as one connected engagement. When you own a business, the line between your business finances and your personal finances isn't clean. How you pay yourself, when you take distributions, and how the business is structured before a sale all have direct consequences for your personal tax bill, your estate, and your retirement. Those decisions need to be made by someone who can see both sides at once.
For most ongoing clients, Proffitt Corner Advisors meets quarterly for a proper strategy session, not a check-in call. We review what's changed, look at the tax position before year-end surprises show up, revisit the financial plan if something has shifted, and talk through anything major on the horizon. Between those sessions, we're reachable. If something comes up — a deal, a big purchase, a family change — you call, and we work through it. It's a real advisory relationship, not a scheduled service.
EXPLORE MORE SERVICES
YOUR FINANCIAL LIFE DESERVES MORE THAN FOUR ADVISORS WHO DON'T TALK TO EACH OTHER
The first conversation is free!
Proffitt Corner Advisors will look at your situation, tell you honestly whether family office services make sense for where you are, and explain what the engagement would actually look like. If it’s not the right fit, we’ll say so and point you somewhere that is.