Access Family Office Corp
Exceptional Wealth Management
& Family Office
We are a team of wealth advisors for a select group of professionals, business owners and families, who are focused on building and leaving a lasting legacy.
Access Formula
We have developed and refined a process we call the Access Formula – which is how we navigate clients through their journey, addressing the many critical life events so they can look forward with confidence.
Our process isn't promissory around short-term performance.
It's a promise of a client experience. In other words, what it means to be our client for a lifetime and into multi-generations.
Discretionary
Investment Management
With our Access Funds, we offer a holistic approach to wealth management that involves taking a deep dive into your entire financial picture to truly understand where you are now, and where you’d like to be in the future.
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Tax & Financial
Planning
Managing your net worth involves far more than simply your investment accounts. We have developed and refined a process we call The Access Formula that addresses every piece of the puzzle.
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Estate
Planning
Estate planning is something many people feel uncomfortable discussing. After all, you’re focused on enjoying life and building your future. But, it is an important piece of generational wealth preservation.
Business Family
Legacy
Our team starts by taking the time to fully examine your business structure and consult with your other advisors to get a complete understanding of your personal and corporate financial picture.
