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Family Office


Financial and estate planning issues become more complex every year. The Family Office professionals stay on top of current and emerging issues, giving our clients reassurance of a second opinion concerning their financial needs.

The day-to-day monitoring of bank and investment accounts can be overwhelming.  The Wilson Price Family Office is designed to meet the needs of busy professionals, older adults and their family members.

The Busy Professional
Most professionals are spending valuable time coping with the day-to-day minutia of investments and banking.  The Family Office team can make life easier for you by handling some of your routine daily and weekly tasks – check writing, monthly investment and bank reconciliation – to name a few.  Every client has a unique financial situation.  We will develop a customized plan based on your business and personal needs, and you can enjoy peace of mind knowing that financial advisors are looking out for your short- and long-term financial goals.

Older Adults and Family Members
Careful oversight and coordination among all financial and care-giving partners ensure that an individual’s goals and needs are met through our financial and estate planning services.

Our Primary Goals:

To coordinate and oversee all of the partners involved in the care of our clients;
To provide oversight and assistance with banking and other financial transactions;
To provide effective estate, tax and gift planning

Let us help simplify your life.  We can manage your monthly obligations – paying bills, making deposits, providing payroll for caregivers and household employees, submitting insurance claims, receiving and sorting mail, reconciling bank and investment statements – or provide oversight for your financial needs.

Allow our caring team to develop a customized plan that fits your specific financial situation and objectives.  Whether you are an older adult or a child caring for a family member, you will receive personalized attention from experienced professionals who will create a comprehensive service plan for all of your financial and estate planning needs.

We will help you:

Identify strategies regarding the monitoring and preservation of wealth;
Assess your desires and goals to facilitate decision making;
Examine trust instruments and schedules of assets;
Review current wills, powers of attorney, and healthcare directives;
Evaluate insurance coverage and make recommendations for additional coverage such as long-term care insurance;
Estimate estate taxes under current estate plans;
Analyze retirement account planning;
Plan monthly cash flow and outline future income and budgetary concerns;
Strategize alternatives to current estate plans and quantify potential tax savings.





 
Careful oversight and coordination among all financial and care-giving partners ensure that an individual’s goals and needs are met through our financial and estate planning services.
Key Contacts:
Jon Deal, CPA, AEP
Greg Sellers, CPA, AEP
Brenda Hellums