Family Office Development

Bashaw-Martinson provides Family Office solutions to family-owned and closely-held businesses. These solutions are rooted in family input and a commitment to multidirectional communication. We take the time to understand shareholder objectives and the needs of the business; and integrate these important interests into the solution. Family offices often are built to provide a wide array of services including:

  • Family planning & investments
  • Tax & estate planning
  • Trust & custody services
  • Bill paying, accounting, HR services
  • Comprehensive risk management
  • Assistance with client owned businesses
  • Education/family meetings
  • Individual mentoring
  • Family Governance
  • Effective philanthropy
“In every conceivable manner, the family is link to our past, bridge to our future.”—
Alex Haley (August 11, 1921 – February 10, 1992)
© 2009 Bashaw-Martinson