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