Access Family Office Corp.
Independent
Wealth Management & Family Office
150+ years of collective experience. Trusted by 250+ families since 1998. Independent advice, for generations.
We partner with a select group of professionals, business owners, and families to deliver integrated wealth management – combining disciplined asset management with deep strategic planning – to build, preserve, and transfer wealth with purpose.
Our Services
Access delivers integrated wealth management to a select group of professionals, business owners, and families – combining discretionary portfolio management with disciplined planning across investment, tax, estate, risk, and family enterprise to build, preserve, and transfer wealth with purpose.
Discretionary Investment Management
We deliver an integrated approach to wealth management - grounded in a thorough understanding of each client’s full financial situation and long-term objectives - so investment decisions are aligned with both current circumstances and future goals.
Integrated Tax & Financial Planning
Managing your net worth involves far more than investing alone. Through our proprietary planning framework - The Access Formula - we coordinate every element of your financial situation.
Access Formula
Legacy & Estate Planning
Estate planning is often postponed because attention is naturally focused on building and enjoying life. Yet it remains a critical component of preserving and transferring wealth across generations.
Risk Management & Insurance
Thoughtful risk management helps ensure that life’s unexpected events don’t disrupt long-term plans. We assess key risks and integrate insurance strategies that not only protect wealth, but enhance tax efficiency and support broader planning objectives – providing confidence through all stages of life.
Our process is not a promise of short-term performance.
It’s a commitment to a disciplined client experience - what it means to be an Access Family Office client over a lifetime and across generations.
Access Formula
We’ve developed and refined a proprietary planning framework we call the Access Formula – our disciplined approach to guiding clients through complexity, addressing critical life and wealth events, and helping them move forward with clarity and confidence.
Why Choose Access
Successfully managing significant wealth demands a highly personalized approach and an unwavering commitment to your best interests. Here is the foundation of experience and trust we bring to every client.
In client assets
Families Served
Years of advisory experience & Multi-generational Planning
Fee-based advice
Average client relationship Registered Portfolio Manager
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Who We Serve
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