Certus Family Office services at Certus Legal Group, Ltd. is a focused practice designed to enable individuals, couples and families of wealth to impactfully align their personal values and purposes for wealth into their personal and financial planning.  These services can be delivered along-side single or multi-family office structures, be a part of virtual family office, or stand alone depending on the nature of what is of interest.  In addition, while these services can be in addition to legal representation, many engagements are not.

Those that do engage us for this work will typically pursue some or all of the following:

• A facilitated, highly bespoke process to draw out and identify primary goals, values and purposes for a family’s wealth
• Counsel to take action to align the advisory ecosystem and family directives with such goals, values and purposes
• Strength and gap analysis of individual family members, and incorporation of findings into current and future planning
• Better understanding of planning structures and their value
• Better comprehension of techniques employed
• Education and mentoring services that lead to enhanced control over personal or family wealth
• A confidant who can speak to financial options and structures without compensation conflicts regarding what to choose

To learn more about Certus Wealth Services, please contact Mark Shiller.