In its general form, a family office is a wealth manager created by a family to meet its unique wealth and investment needs. Family office investment services include asset allocation and third-party investment manager selection, and larger family offices sometimes offer internal investment management as well. In our Reinvention Family Office, due to our multiple focus areas and “family clients”, we diversify our risks, and help our families to move forward while gaining key market perspectives.

Reinvention Family Office is NOT considered to the public as an investment adviser and focus on generational wealth preservation and holdings.

How we work:
This Family office is (1) wholly-owned by family clients; and (2) exclusively controlled by family members / family entities. This means that, while any family client (including key employees) may hold an ownership interest in the family office, control must remain exclusively with family members / family entities and not with its key employees, their affiliated entities or trusts. 

The definition of “family client” further includes any nonprofit organization, charitable foundation, charitable trust or other charitable organizations that are funded exclusively by one or more other family clients. While such charitable organization is permitted to be originally established by non-family members, all of the funds currently held by the charitable organization must have come solely from family members, and any funding received from persons other than family members will disqualify the organization from the Family Office Rule exclusion.

Wealth is more often the result of a lifestyle of hard work, perseverance, planning, and, most of all, self-discipline. 

— Thomas J. Stanley, The Millionaire Next Door: The Surprising Secrets of America’s Wealthy

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