Newton One collaborates with Family Offices and their advisors to ensure the protection and growth of family assets for current and future generations.

Family Offices require the cohesive interaction between administrative, legal, accounting, trust, investment and insurance services along with an understanding of how a family business may affect these areas.

Whether a family has utilized a Virtual Family Office, Multi Family Office or Single-Family Office we understand the complexities of these organizations and the dynamics of their members. We collaborate with the Family Office as well as the families existing advisors to develop insurance strategies and to ensure the utilization of the correct products to maximize results. We remain in communication to monitor and evaluate the performance of the insurance portfolio and share this with the Family Office on an ongoing basis.

We understand the complexities and dynamics involved with preserving the wealth that a family has created. Whether they are ensuring the continuity of the business while grooming the next generation, transitioning the family business, selling the family business or managing the proceeds from the sale of a family business we can help.

Some of the services we offer to Family Offices are:

  • Estate Preservation
  • Wealth Transfer
  • Liquidity Creation
  • Philanthropy
  • Noncorrelated Bond Alternatives
  • Succession and Continuity Planning
  • Executive Benefits
  • Key Person Insurance