Our family office services are built upon the foundation of four key pillars.
Our goal is to make your life easier – this is why we have cultivated a dedicated team of people to ensure all of your needs are continually met. The dynamics of wealth are often complicated, and having the right team by your side (in our office or yours) can make all the difference. We can help you find reliable talent that understands your family’s vision and purpose, then executes with precision and excellence. Our people will handle your personal or legal entity matters in a positive, professional, trustworthy, and discreet manner.
We focus on building our relationship and trust with your family by taking the time to understand your goals and objectives before proposing a service plan. Our team works with you to create and sustain a holistic approach to the management and oversight of your wealth that includes financial reporting, tax planning, and investment benchmarking. We integrate with existing advisors and leverage our extensive network of trusted tax, investment, technology, insurance, and legal experts to provide a single point of contact for all of your unique requirements.
We provide multi-disciplinary governance for the human, intellectual, social, and financial capital of your family enterprise. Our passion lies in helping you make the most effective decisions with your family’s values in mind and assisting with governance support such as risk assessment and management, intergenerational planning, and implementing best practices for stakeholder communication and decision making. We remain committed to helping you ensure your decisions have a positive, measurable impact.
When you partner with Viridian, you gain access to our dedicated team who will provide tailored and experienced support that draws upon our deep understanding of the clients we serve. We can provide you with personal, executive, and legal support as well as bookkeeping and event planning resources. All of our services are customized to your needs, executed with discretion and confidentiality, and safeguarded using leading-edge technology and infrastructure.
Our commitment to you—
Our involvement is customized to your needs.
Your focus is our priority.
We’re here when you need us.
Trust is paramount to the type of relationships we strive to develop. We earn your trust by operating honestly and advocating for you independently from the external advisors, products, or strategies you may employ. Our business model is based on a simple fee-for-service; we do not profit from referrals or other commission structures, therefore you can rest assured that we always look out for your best interests.
Protect and sustain what matters most.