Family Office Services

Comprehensive Stewardship for Generations of Wealth

At Tanara Family Offices, we recognize that significant wealth requires an expanded scope of oversight, organization, and coordination. Our family office services scale our core financial planning and investment management capabilities to meet the demands of highly complex financial lives, while providing an integrated framework of optional additional family office services, such as family governance, bookkeeping, bill pay oversight, and consolidated reporting.

Whether you seek broader coordination or specialized administrative support, Tanara provides the structure and flexibility to manage multifaceted wealth with care and clarity.

Family Office Services:

Strategic Wealth & Investment  Oversight

  • Family CFO Coordination – Serving as a central point of coordination for financial decisions, helping organize and oversee investment, planning, and advisory relationships across your broader financial team.
  • Customized Portfolio Design & Asset Allocation – Designing and managing diversified portfolios across public and private markets, alternative assets, and real estate, structured around your family’s long-term objectives, risk tolerance, and liquidity needs.

  • Private Investment & Manager Oversight – Coordinating the evaluation, selection, and ongoing review of private investments, alternative strategies, and external managers as part of broader portfolio oversight for families with more complex asset structures.

  • Tax-Aware Investment and Wealth Structuring – Coordinating investment decisions with broader tax planning considerations across investment structures and generational transitions.

Family Governance

  • Trust & Estate Coordination – Coordinating with legal professionals in the development and implementation of trusts and estate plans as part of broader intergenerational wealth planning and asset ownership structures.
  • Succession Planning – Assisting families in documenting legacy priorities and establishing governance frameworks that support continuity of family vision across generations.
  • Philanthropy & Charitable Planning – Supporting families in evaluating charitable structures such as foundations or donor-advised funds and coordinating philanthropic strategies within broader financial and legacy planning.

Administrative, Operational & Lifestyle Support

  • Human Resources, Payroll & Household/Staff Services (when applicable) – Assisting families who manage household employees or multiple entities with payroll coordination, benefits administration, and HR-related processes.
  • Private Banking & Liquidity Management Support – Coordinating with private banking partners regarding liquidity management, transfers, and lending solutions when appropriate.
  • Bill Payment, Bookkeeping & Cash Flow Coordination – Supporting administrative financial tasks including entity-level accounting, personal bill payment processes, expense reimbursement, and cash flow organization.
  • Balance Sheet Reporting – Maintaining a consolidated view of your financial balance sheet, including assets, liabilities, cash flows, and ownership structures across entities
  • Consolidated Reporting on Private Assets – Providing consolidated reporting across private investments, real estate holdings, and alternative assets to help bring clarity to complex holdings.

The Value of a Unified Family Office

  • Comprehensive Wealth Stewardship – Integrating investment oversight, legal and tax coordination, operational administration, and legacy planning within a unified family office framework.
  • Coordinated Oversight – Consolidated reporting, centralized coordination, and a structured advisory approach across investments, service providers, and financial structures.
  • Continuity Across Generations – A coordinated family office structure can support long-term wealth oversight across market cycles, regulatory environments, and generational transitions.
  • Privacy, Discretion & Professionalism – Financial affairs are handled with a high degree of confidentiality, operational discipline, and professional standards.
  • Legacy & Purpose Alignment – Supporting families as they define and document legacy priorities, governance structures, philanthropic initiatives, and succession considerations.
  • Focused Attention on Family Priorities — Coordinated administrative and advisory support can allow families to focus their time and attention on broader family, business, and personal priorities.

The C.L.I.M.B. Framework in Family Office Services

Tanara applies the C.L.I.M.B. framework to coordinate the planning, administration, and long-term stewardship of complex family wealth.

C – Collaborate with clients to establish the strategic foundation.

Outputs:

  • Defined client priorities
  • Planning goals and objectives
  • Strategic constraints

L – Locate key opportunities, risks, and planning considerations across the broader financial landscape.

Outputs:

  • Comprehensive financial landscape overview
  • Identified planning gaps and risks
  • Key opportunities and constraints
  • Planning priorities

I – Implement coordinated strategies across investment management, planning, and family office operations.

Outputs:

  • Coordinated investment strategy aligned with objectives
  • Implementation roadmap
  • Integrated planning actions

M – Monitor progress and maintain alignment as circumstances evolve.

Outputs:

  • Regular progress reviews
  • Portfolio oversight and adjustments
  • Strategic updates as circumstances evolve
  • Coordination across your financial team 

B – Build enduring financial stewardship and continuity of family vision across generations.

Outputs:

  • Long-term planning continuity
  • Legacy and estate planning coordination
  • Multigenerational financial planning
  • Philanthropic planning strategies

Families who engage Tanara Family Office Services

Tanara’s Family Office services are designed for families and individuals whose financial lives extend beyond traditional investment management, including those with:

  • Substantial or diversified assets, including investments, real estate, private businesses and trusts)
  • Multiple entities or ownership structures requiring coordination across legal, tax, or operational matters
  • Multi-generational wealth planning considerations
  • A need for centralized coordination across investments, tax and estate planning, cash flow, and lifestyle administration
  • Philanthropic ambitions or legacy-oriented planning priorities.

For families whose financial lives span multiple structures, advisors, and generations, Tanara provides a coordinated framework for oversight and long-term stewardship.

Why Tanara

  • Integrated Multi-Disciplinary Perspective – Investment management, tax considerations, estate coordination, administrative operations, and private client services can be addressed within a coordinated advisory framework.
  • Flexible Service Structure – Investment management, financial planning, and other family office services may be delivered as a comprehensive family office relationship or through a tailored, modular engagement based on client needs and complexity.
  • Discretion and Continuity– Client relationships are supported with an emphasis on confidentiality, consistency, and long-term continuity.
  • Strategic Vision for Legacy & Purpose — We help design a financial architecture that reflects enduring values, family legacy, and long-term wealth transfer priorities.

Begin the Conversation

If you are evaluating whether a family office structure may be appropriate for your circumstances, we welcome the opportunity to discuss your priorities and planning considerations.

Schedule an introductory conversation with Tanara.
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