Family Office Services - Austin, Texas

Why Choose Family Office Services?

Why Choose Family Office Services?

The current wealth management industry is filled with tactical providers, from brokerage firms, insurance agencies, and investment managers, to banks and online ‘robo-advisors’, each with different motivations and resources.

Individually, they deliver fragmented and often incomplete service with very little integration, placing the responsibility of aligning short-term and long-term planning on the individual or family.

Current Issues in the Wealth Management Industry

Many families of wealth have experienced difficulties in clearly defining and attaining the long-term wealth sustainability goals of the family. Recent research suggests these shortcomings can be attributed to the many roadblocks associated with the traditional, fragmented wealth management industry. Examples of these roadblocks include:

  • Provider goals not aligned with the family goals.
  • Lack of cost control.
  • Heavy client to advisor loads.
  • Chasing returns with a short-term view.
  • Narrow scope of services.
  • Strategic complexity.
  • Service level inadequacies and operational inefficiency.
  • Limited recognition of risks.
  • Lack of effective coordination.

The types of services that we offer are designed to focus on long-term planning for wealth sustainability and can help address these shortcomings, but can typically be prohibitively expensive for all but the wealthiest families.

We have designed Quartz Financial to overcome this barrier.

An Alternative to a Private Family Office

Quartz Financial is a comprehensive wealth management firm providing family office services to individuals and families with sudden wealth to generational wealth. Our efficient business model allows us to identify cost advantages as we search for product and service providers for our clients. As the integrator and coordinator of all the wealth affairs of our clients, we are uniquely positioned to execute long-term strategic planning – the financial health of your family is our number one priority.

The Wealth Wheel illustrates the complex wealth management process and the many professional disciplines that may be involved. Quartz accepts the key responsibility of directly providing investment management, financial planning, life and long-term care insurance, and cash management for our clients.

We outsource the other disciplines around the wheel and, where applicable, help coordinate everyone’s efforts in the best interests of our clients. If a client does not already have a necessary provider, we will help identify one from our network of experienced professionals. We believe that this level of coordination and integration is imperative to long-term wealth sustainability.

What Family Services Do We Offer?

Education Funding

Family Philanthropy

Family Meeting Facilitation

Financial Education

Learn More About What Quartz Financial Offers

Financial Planning

Traditional financial planning may not be enough for wealthy families. See how we can help.

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Investment Management

See how we help our clients gain clarity on their financial future.

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