Keep your family’s wealth growing into the future with Schultz Associates. We operate as your family office, supporting family businesses of high net worth individuals through the next generation. Whether you own a first-generation or fourth-generation business, you’ll be able to cultivate wealth for many years to come with the help of our customized services. 

Managing family finances can be just as complex as running a business. Designed around your unique needs, our services include day-to-day administration and management of your family’s affairs. We can work in conjunction with your onsite team or provide the back-office support that your business needs to thrive, functioning as your CFO.

From budgeting to bookkeeping, our knowledgeable team can assist with your family’s financial operations. We provide comprehensive personal support structured to your needs with traditional as well as nontraditional services. Increase your personal wealth by capitalizing on the unique benefits of family ownership. Manage risks, plan for succession, and protect the financial value of your legacy.

Services

Document Management and Recordkeeping
Bill Paying and Bookkeeping
Private Banking
Expense Management
Family Member Education and Governance
Lifestyle Management for Purchases, Travel, and Household Employees
Coordinated, Proactive Financial Planning for Investments and Taxes
Accounting for Family Foundations, Trusts, and Passive Businesses

Ready to Get Started?

Grow your wealth for the Future today!