• Family Office Services

    Providing the Pinnacle of Service

Personalized Cross-Discipline Treatment

Family Office vs. Traditional Wealth Management
What Is A Family Office?
Serving Existing Family Offices

At Planning Network Partners, our team gives the pinnacle of service to every client – the level of attention otherwise only found in a family office. We don’t just manage your investments, we assess your risks, analyze your business succession plans, and ensure all the tools of all financial disciplines are utilized in concert to protect and grow your wealth, ensuring you create the legacy you’ve worked so hard to achieve. This isn’t just a wealth management strategy – it’s top to bottom attention to your entire wealth scenario.

Our team is comprised of experienced and credentialed professionals who provide the highest level of client service, working to tailor your custom-made investment plans, helping you diversify your portfolio, hedge against risks and defer or minimize taxes. We are committed to helping all of our clients unlock the benefits of family office services. We also help existing family offices turbo-charge their services for their clients.

Because we provide the services of a family office, we are not limited to investment opportunities alone. Our team provides a diversified list of investments, and works with you to ensure expense management, family governance, financial education of the family, and other long-term needs are met. We realize the weighty nature and importance of this for you, your business and your family. You deserve the highest level of skilled care for your financial future.

By networking the full spectrum of financial disciplines we get your advisors and wealth managers working in lock step, integrating their specialized tools for maximum effect – just like the family offices of the nation’s wealthiest individuals.

Family Office vs. Traditional Wealth Management
Family offices are set up to provide constant review by a wealthy individual’s full team of financial professionals – legal, accounting, tax planning, investing, etc. Planning Network Partners will work with you to define and meet the financial objectives and goals essential to fulfilling your dreams.

What Is A Family Office?
Family offices are dedicated teams that aid Ultra High Net Worth families and individuals to control their family finances, legal matters, tax issues, and other administrative issues – their full financial picture. The family office aims to manage, build, and preserve family wealth for current and future generations, working in a cross-team, multi-disciplinary manner with all financial professionals who impact your wealth.

A dedicated family office set up by a family with this full range of service providers dedicated to their care results in the structure and accuracy needed without any conflicts of interest.

While establishing a family office to meet the wealth preservation needs, it is necessary to have a clear definition of the family office’s purpose and role. The common motivators for wealthy families to set up family offices include:

To preserve family wealth and support generational wealth management

  • To improve prospects of successful wealth transfer while managing complexities to ensure the efficiency of wealth management

  • To give strategies that enable excellence in investment management

  • To pursue new family business ventures while supporting existing family businesses

  • To furnish a forum uniting the family and developing talent within it

  • To provide strategies to grow wealth and support entrepreneurship in the family

At Planning Network Partners, our team will provide fiduciary advice to support your responsibilities. We provide investment counsel, customized process and solutions to serve trustee and committee-directed portfolios, and results-oriented impact investment solutions with measurement and reporting tools. These comprehensive services complement your existing organization or even manage your complete back office. Qualifying institutions are eligible for incentive-based pricing after inquiry.

Family Offices
Turbo Charge your Existing Family Office

  • Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before

  • Creative solutions and tested strategies to complement your existing family office

  • Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components

Benefits and Solutions
Designed to Complement Your Family Office

Family offices are designed around the specific requirements of each family. Each one is unique to itself. Planning Network Partners works with comprehensive in-house capabilities and solutions, providing family offices the option to outsource specific elements.

Tap into our innovation and best practices:

  • We have developed tools, technology, and processes to streamline middle office activities that integrate accounting, bill pay performance reporting

  • By serving hundreds of multi-generational families, we have developed, executed, and refined best practices that may benefit your family office


Objective advice, deep research, innovative solutions, and a commitment to deliver competitive net results.

  • Outsourced CIO

  • Advisory

  • Administration

  • Reporting

  • ESG and Impact

Structuring, Tax and Accounting

We will work closely with you to develop a framework around your entire wealth enterprise designed to achieve your objectives and help you preserve wealth across generations.

Financial Reporting

  • Tax Compliance

  • Family Office Structuring

The many moving parts of your financial health – business, heirs, real estate, philanthropy, investments – need to be orchestrated in concert to maximize your potential. This requires significant inter-disciplinary expertise to realize the benefits and avoid the pitfalls. Planning Network Partners is dedicated to examining this and other opportunities as part of a larger picture of your whole financial health.

Contact Us today for expert assistance.

Privacy and Cookie Policy

This privacy notice discloses the privacy practices for Planning Network Partners, LLC, and our website: planningnetworkpartners.com. This privacy notice applies solely to information collected by this website, except where stated otherwise. It will notify you of the following:

  • What information we collect;

  • With whom it is shared;

  • How it can be corrected;

  • How it is secured;

  • How policy changes will be communicated; and

  • How to address concerns over misuse of personal data.

We only control the content on this website and not the data protection practices on any other site.  Every user is encouraged to review the Privacy Policy of any third party site.

Information Collection, Use, and Sharing
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g., to ship an order.  

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy. 

Your Access to and Control Over Information
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number provided on our website:

  • See what data we have about you, if any.

  • Change/correct any data we have about you.

  • Have us delete any data we have about you.

  • Express any concern you have about our use of your data

Your rights
You also have the right to ask for us to update, delete or stop processing information we hold about you. However, please note that there are circumstances in which complete erasure of your information or ceasing to process your information will not be possible for operational, legal and business reasons. This may include if you remain a customer for whom we need to provide services, or if you wish us to no longer contact you for marketing purposes. In this case we may need to retain some of your details securely in order to facilitate this request by, for example, keeping you on a “do not contact” or suppression list. This will be the only purpose for which your data will be used if this is the case.

We share aggregated demographic information with our partners and advertisers. This is not linked to any personal information that can identify any individual person.

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Retention policy

We securely store your information, and hold it for as long as we need to in order provide our services and products to you in accordance with (i) applicable law, or (ii) as long as is set out in any relevant contract you have with us.

We use "cookies" on this site. A cookie is a piece of data stored on a site visitor's hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance their experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.

Some of our business partners may use cookies on our site (e.g., advertisers). However, we have no access to or control over these cookies.

What types of cookies do we use? 

There are a number of different types of cookies, however, our website uses:

  • Functionality - Our Company uses these cookies so that we recognize you on our website and remember your previously selected preferences. These could include what language you prefer and location you are in. A mix of first-party and third-party cookies are used.

  • Advertising - Our Company uses these cookies to collect information about your visit to our website, the content you viewed, the links you followed and information about  visit another website, you may be shown advertising based on your browsing patterns on our website. browser, device, and your IP address. Our Company sometimes shares some limited aspects of this data with third parties for advertising purposes. We may also share online data collected through cookies with our advertising partners. This means that when you

This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

California Consumer Privacy Act (CCPA)

In addition to the rights documented elsewhere in this Privacy Policy, if you are a California Resident you have some additional rights under the CCPA. These include being informed of any of your personal data that has been “sold” (where sold for this purpose is defined below) and to opt out of the future selling of your personal data to third parties.

We may share your details with selected 3rd parties, where you have opted in for us to do so, which is defined as a “sale” of data under the CCPA. If you change your mind you can opt out of the sale of personal data by emailing us at privacypolicy@planningnetworkpartners.com.

To submit requests for information about any of your personal data which we have sold according to the CCPA, you can get in touch with us by any of the methods listed in the Contact Us section of this policy or call this number 1+(360) 594-5597. If you are emailing us for a request, please indicate in the subject that it is a CCPA related request.

For information on the type of data we may collect from consumers and the 3rd parties this may be disclosed to, including our suppliers and other entities within our group, please refer to the relevant sections in this privacy policy.

Notification of Changes

Whenever material changes are made to the privacy notice specify how you will notify consumers.

What are your data protection rights? 

Planning Network Partners, LLC would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following: 

The right to access - You have the right to request Planning Network Partners, LLC for copies of your personal data. 

The right to rectification - You have the right to request that Planning Network Partners, LLC correct any information you believe is inaccurate. You also have the right to request Planning Network Partners, LLC to complete information you believe is incomplete.

The right to erasure - You have the right to request that Planning Network Partners, LLC erase your personal data, under certain conditions. 

The right to restrict processing - You have the right to request that Planning Network Partners, LLC restrict the processing of your personal data, under certain conditions. 

The right to object to processing - You have the right to object to Planning Network Partners, LLC's processing of your personal data, under certain conditions. 

The right to data portability - You have the right to request that Planning Network Partners, LLC transfer the data that we have collected to another organization, or directly to you, under certain conditions. 

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our email: privacypolicy@planningnetworkpartners.com.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 1+(360) 594-5597 or via email at privacypolicy@planningnetworkpartners.com. You may also complain to the FTC: https://reportfraud.ftc.gov/

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