MEMBERSHIP · BY INVITATION
Integrated Family Office Advisory
Sophisticated families often have outstanding advisors. What they rarely have is someone responsible for making sure everything works together.
THE FAMILY OFFICE CONUNDRUM
Too often, you become the coordinator of your own estate.
Without someone at the center, you end up as the de facto coordinator and record-keeper for your family’s affairs — at a real cost in time and energy.
For families who live abroad, managing U.S. strategies and professionals is even more complicated.
THE LIKO COLLECTIVE SOLUTION
A fiduciary at the center of your family office.
We integrate your advisors, organize and manage your information and documents, align strategy, and make sure your family office functions as one unified system.
EVERYTHING, WORKING TOGETHER
One coordinated view across your family office
Legal, tax, wealth, real estate, estate, and philanthropy — coordinated through a single relationship, so every advisor works from the same plan.
LEGAL & GENERAL COUNSEL
Entity structuring and governance · Business exit and succession · Legal services · Gifting strategies
TAX & ACCOUNTING
Tax advisory · Tax return filing · Bookkeeping · Fractional CFO
WEALTH & REAL ESTATE
Investment strategy · Asset allocation · Private equity · Property management · Acquisitions and due diligence
ESTATE & PHILANTHROPY
Will and trust preparation · Trust administration · Irrevocable trusts · Asset isolation · Life insurance · Donor-advised funds · Nonprofits and foundations
THOUGHTFULLY CRAFTED. INDIVIDUALLY TAILORED.
Our strategic process
Your family legacy is unique, so our engagements are designed around you — not a predefined service model. A typical workflow looks like this:
Review estate holdings, investment and business objectives, family needs, and legacy goals
Gather information and documents; map estate assets and holdings
Identify family office needs and the right service professionals
Establish critical tax and compliance deadlines
Identify and correct gaps in documentation and information
Define administrative, coordination, and project-based support
Set estate and business priorities, authorizations, and regular review meetings
Build and manage a secure information and document repository you can access
Prepare a visual map of your family office and estate structure
Ongoing administrative, coordination, and project-based support
Ongoing strategic review and assessment meetings
CORE ADVISORY OFFERINGS
What we bring to your family office
FAMILY OFFICE & ESTATE MAPPING
Mapping your estate, businesses, and family office to pinpoint areas of need and support.
INFORMATION MANAGEMENT & REPOSITORY
Critical information and documents, organized in a safe, secure, and accessible system.
TAX & FINANCIAL STRATEGY INTEGRATION
Working with your financial advisor to align liquidity, risk tolerance, and legacy objectives, identify tax-efficient strategies, and review reserves, liability exposure, and insurance.
STRUCTURAL ALIGNMENT REVIEW
Keeping business, ownership, and estate documentation consistent across business, personal, and legacy planning.
RISK & STRUCTURAL INTEGRITY REVIEW
Assessment of entity design, liability exposure, and insurance frameworks across your business and estate.
WHO WE TYPICALLY SERVE
Families holding multiple entities, closely held businesses, or legacy assets
Those needing ongoing coordination among tax, legal, and financial advisors
Families anticipating liquidity events, succession, or structural change
Families who prefer proactive coordination before complexity accelerates
Anyone needing a secure, accessible system for information and documents
WHAT WE AIM TO ACHIEVE
Less fragmentation across financial, legal, and business decisions
Better alignment between assets and estate planning structures
Stronger long-term tax efficiency and legal protection
An estate aligned with philanthropy, foundation, and legacy goals
Structural continuity across businesses, entities, and generations
Membership tailored to the depth of support your family needs.
Each membership is calibrated to coordination depth, administrative and reporting scope, and anticipated project-based support. Membership is by referral and invitation; engagement details are discussed personally.