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