Support for your Family’s unique financial needs
Breakaway Family Office
Confident. Reliable. Knowledgeable. Independent. Tech-enabled.
This is family office with Breakaway.
At Breakaway, we provide bespoke day-to-day management and administration of financial affairs for high-net worth individuals and their families.
Breakaway understands that a successful family office requires an advisor who is flexible, respectful, available, and, above all, understanding of unique and delicate family dynamics. Our advisors use expertly developed processes and systems, as well as the best in technology and a dedicated team, to ensure they spend their time where it counts: with their clients.
Technology-enabled
We use cutting-edge cloud accounting and workflow technology to provide both our advisors and our clients with an efficient, accurate, and easy-to-use tools to monitor their complete financial landscape.
A Few of Our Services
Coordinate with the client’s wealth management team on topics such as investment; trust and estate management; and tax compliance and planning
Administrative services (bill payment and budgeting)
Management of philanthropic efforts
Concierge services & property management
Mail processing
Household payroll and reporting
Document and records management
Track and analyze family assets (including collectibles)
Preparation of personal financial reports and statements
Analysis and reporting
Bookkeeping and accounting
Monitor tax basis and fair market valuations
Track company stock and stock options
