Thompson Family Office
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Our family started our family office 40+ years ago. We pride ourselves working with $100+ million dollar families to clients just getting started. We are an educational first firm NOT transactional. We look to build a partnership to come along side of your finances as a personal CFO for the next 30+ years to get your to and through retirement. We have a wide range of skills and team members to serve you and your needs.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
Pricing
- Subscription — $100 monthly
- One-Time Planning Fee — $5,000 one-time
- AUM-Based Fee — 1% of AUM