Intracoastal Family Office at Capital Guardian, LLC

Multiple Family Office

The Intracoastal Family Office is about taking care of the business of families. From its early roots, the modern day Multiple Family Office (MFO) provides a better way for families to govern wealth, address family issues and exercise greater control by having a team of competent advocates ready to handle the complexity of life. The Intracoastal Family Office can, on a phone call, mobilize a coordinated team of professionals to help solve the most urgent or critical issue that might arise. Unlike brokerage firms, wealth banks, or financial planners, we understand the totality of issues of the multi generational family and have over 80 years combined experience to look beyond the money to take care of families. As a result, peace of mind combined with the gold standard of client service, are the hallmarks that define the Intracoastal Family Office at Capital Guardian LLC.

 What We Can Do For You:

• Wealth Governance Strategies, beyond traditional assets to include family, time, reputation, influence, values and more
• Legacy planning to protect both the assets and heirs while preserving wealth
• Lifestyle Concierge Services to make life easier*
• Care Giving and Special Needs planning to access, support, staff and monitor cross generational care from short term incidents to long term disability
• Philanthropy to define family values, teach teamwork and create impact from "venture philanthropy" perspective

*Provided by an independent third party provider and not part of Capital Guardian LLC.