A family office is an entity that supports the financial needs of a family or group of families and acts as their chief advisor or CFO. As a family's net worth increases, so do the complexities of managing and administering its wealth. Partnering with a firm that understands these challenges becomes paramount.
Camden Wealth Advisors provides our clients with a Family Office service model. Our approach is unique in that we provide clients the same services usually reserved for the ultra-high net worth Family Offices. We apply the same philosophy, processes and services absent the required start-up, administrative and operational cost associated with the establishment of a Family Office.
Camden Wealth Advisors provides our clients with a Family Office service model. Our approach is unique in that we provide clients the same services usually reserved for the ultra-high net worth Family Offices. We apply the same philosophy, processes and services absent the required start-up, administrative and operational cost associated with the establishment of a Family Office.
Services
We have developed life-long process to assist you and your family in taking control of your financial future. We seek to help our clients achieve and maintain their financial and life goals through a holistic, all encompassing financial planning process. As your wealth management partner and as a registered investment advisory firm, we are guided at all times by acting in your best interest.
We seek to help our clients achieve and maintain their financial and life goals through a holistic, all encompassing goals-based financial planning process. We traditionally start the relationship with our clients by building a comprehensive goals-based financial plan. The planning process enables us to develop a deeper sense of our client's lifetime goals.
We stand ready to draw upon both our in-house expertise and global network of advisors and service providers, all with the end goal of meeting your personal, family and financial needs. Our services provide solutions to manage and pay your expenses, coordination of your professional advisors while providing you comprehensive investment reports, family financial education and philanthropic strategies.
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