Boca Raton Retirement +1.573.441.7100
Let's talk about your estate planning!
Let's talk about your estate planning!
We solve our clients' biggest financial and tax problems from New York City to Monte Carlo. We manage assets globally. We build and protect our clients' multi-generational wealth. Since 1994, our family office has been using proprietary methodology for managing assets, creating customized estate and retirement planning strategies with robust global portfolios to meet our clients' long-term financial and lifestyle goals. We solve problems that our
clients face in connection with taxation, inheritance, divorce, retirement, philanthropy, endowments, real estate, annuities, and insurance.
Every one of our multi-lingual financial advisors at Alpha Family Office is a fiduciary, meaning we always act in our clients' best interest. We address and fix our clients' biggest inheritance and tax problems to meet their long-term global asset management needs, including trust and estate planning, retirement strategies, insurance coverage, private banking and lending, proprietary investments and trading, charitable giving, hedging investment risk, domestic U.S. and off-shore trusts, multi-generational tax, optimizing social security, employee stock options, and multi-jurisdictional income and taxation strategy geared to securing tax-free, non-reportable income for retirement.
Our multi-family office is comprised of people with different kinds of experience to help our clients protect their assets and retire with confidence anywhere they choose. We manage both traditional and digital assets to meet our clients' long-term financial and ever-changing lifestyle goals. We understand our clients' biggest concerns about retirement funding and fulfilling their life-long dreams. That's why we use our time-tested financial strategies with equity and fixed income analysis across active, multi-factor passive and thematic approaches that seek to outperform over multiple market cycles, driven by a disciplined proprietary investment process.
We are reversing the trite cliche indoctrination about traditional banking with our Private Legacy Banking solutions available to our clients in 50 U.S. states and Canada
FAQ - How to Secure Non-reportable Income
According to a recent survey, running out of money in retirement scares most people more than dying. The concern is real, as longer lifespans can mean a retirement that lasts 30 years or more. Generating retirement income that lasts requires careful planning. But it starts with having a sense of when and where you want to retire, and what kind of lifestyle you envision. Your dedicated retirement advisor at Alpha Family Office can help you work through all these concerns by discussing creating a non-reportable, tax-free income source that is designated as such by the IRS to provide for your abundant retirement income so you could retire with confidence anywhere in the world. Contact us HERE to further discuss your financial situation in retirement.
You can start to receive benefits at age 62, but your monthly benefit rises 8% for each year you wait to start – until age 70, when increases stop. There are lots of factors to consider though, including your need for income, your other sources of income and even your health. Your personal financial advisor at our family office can help you run the numbers and compare scenarios to decide whether earlier or later is right for you. Contact us HERE to further discuss your Social Security benefits in retirement.
Health care is one of the biggest expenses most people will face in retirement. A 65-year-old retired couple today will spend $285,000 on health care, according to the U.S. Department of Health and Human Services. Your dedicated retirement advisor at Alpha Family Office can help you budget for health care needs as you create a plan for tax-free retirement income, and show you why life expectancy make planning even more important for women. Don't worry, you are in good hands with us. We'll get you taken care of all the way through this very confusing and complex process. Contact us HERE to further discuss your health care costs in retirement.
As you transition to retirement, your dedicated financial planner at our family office can help you set up a systematic withdrawal plan to receive monthly income from your investments. How much you take out depends on how much you need to supplement Social Security and other sources like pension income. In some of your accounts, you may also have to withdraw a certain amount each year because of Required Minimum Distribution rules. Your dedicated financial advisor at Alpha Family Office will help address your withdrawal and other related retirement income concerns. Contact us HERE to further discuss your withdrawals in retirement.
If you are like many average people, you want to plan ahead to have enough money to live comfortably through retirement, but also leave something behind for the people you love and the causes you care about. Your personal advisor at our family office can help you develop a comprehensive financial plan, consult with our in-house specialists in estate and legacy planning or, depending where you reside, refer you to an attorney for securing additional documents you might need, including a will, durable Power of Attorney, and living trust needed to start your estate planning journey. We will take you through each step of this rather complex process. Contact us HERE to further discuss your retirement legacy options.
While it makes sense to reduce your stock market exposure as you move into retirement, there are good reasons to continue investing a portion of your money in a broadly diversified portfolio. Even though you may be able to live comfortably on the "nest egg" you’ve built, you might live another 20 or 30 years – or more – in retirement. That’s enough time to potentially grow your savings, both for you and perhaps also for your children and grandchildren to enjoy. Our dedicated financial advisor will help you choose the best investment strategy specific to retirement needs and circumstances. Contact us HERE to further discuss your retirement needs.
Whether you are looking for capital growth or wealth preservation with the best possible retirement strategy, we would love to hear about your long-term financial goals and lifestyle plans to help you achieve them all with our time-tested estate and retirement planning strategies. Contact us HERE to further discuss your capital growth needs.
Alpha Family Office has a highly collaborative team culture to ensure both growth and longevity of your global assets. When we make a client recommendation, it likely goes through a team of specialists, depending, of course, on the overall complexity of the matter. We have intellectual capital built from pioneering global equity investing and ESG-integrated research. Whether you are looking for wealth preservation or a longevity-driven comfortable retirement, you're in capable hands when it comes to our advisors' expertise. We will all work as a team to achieve the desired outcome you outline for us. Contact us HERE to further discuss becoming our client.
We are a U.S-based family office that offers bespoke global asset management and lifestyle services, such as estate and retirement planning, private banking, insurance and annuity coverage, and wealth management services in 50 U.S. states and internationally. We address and fix financial, legal, and tax problems that our clients face in the current global economic environment of complex tax and regulatory changes during especially adverse (or sometimes catastrophic) global market conditions. Contact us HERE to further discuss your multi-jurisdictional needs.
We manage both traditional and digital assets, create customized estate and retirement strategies with robust financial portfolios to meet our clients' long-term financial and lifestyle goals. Contact us HERE to further discuss managing your digital assets.
No matter where you currently live -- we've got you covered with our multi-family office services. Since 1994, we have been helping clients build and protect their assets and retire globally by creating customized retirement strategies and equity portfolios to meet their long-term financial and lifestyle goals. Contact us HERE to further discuss becoming our client.
We are a multi-family office that offers international accounting, tax, insurance, private banking, investment, philanthropic, estate and retirement planning, and asset management services to clients located anywhere around the world. Our multi-lingual financial advisors ensure peace of mind for our clients who are looking for stability, control, and absolute privacy of their international assets. We work with clients that require comprehensive financial services that are often too complex for their existing financial advisors to handle. Contact us HERE to further discuss becoming our client.
We specialize in managing risk and liquidity for clients who have multi-jurisdictional presence and cannot find answers from their existing bankers and financial advisors. Headquartered in New York City, we have extensive international capabilities serving professional athletes, actors, musicians, established business owners and entrepreneurs in 45 countries. Our clients enjoy absolute control and privacy of their global assets. We have counseled a broad range of clients, including those with inherited wealth, owners of closely held international businesses and clients with complex multi-jurisdictional residence schedules. Contact us HERE to further discuss becoming our client.
We work closely with investment advisors, private bankers, insurance planners and accountants in 45 countries to ensure a coordinated approach to meeting our clients' global asset management needs. We have broad experience in the administration of trusts and estates and have counseled both individual and corporate clients in the performance and efficiency of their multi-jurisdictional trusts. If you are looking for the best global retirement strategies to settle at Lake Tahoe, in Boca Raton, or at Lake Como, perhaps we can help. Contact us HERE to further discuss your needs for our services (global retirement options, insurance and annuities, private banking, estate planning, including tax-free, non-reportable income sources and long-term care options in 50 U.S. states).
Alpha Family Office is a comprehensive multi-family office solution that covers all aspects of family wealth, including the business, the owners, and the family. Since 1994, we have been ensuring peace of mind by solving our clients' biggest financial, legal, and tax problems. Available to clients with at least $20,000,000 in assets, our family office can address and fix our clients' biggest inheritance and tax problems when it comes to managing all aspects of inheritance proceedings, retirement and estate planning, wealth management, including tax-advantaged transfers of assets, insurance and annuity coverage, multi-generational planning, private banking and lending, off-shore trusts and private foundations, pre-nuptial and post-nuptial planning, digital and traditional investments, the taxation of trusts and estates, charitable giving, and issues relating to intellectual property and change of residence both domestically in the U.S. and internationally. Contact us HERE to further discuss your new, optimized life as our client.
FAQ - How We Optimize Life
Available to clients with at least $20,000,000 in assets, our multi-family office addresses and solves our clients' biggest financial, legal, and tax problems when it comes to managing all aspects of inheritance proceedings, estate and retirement planning, wealth management, multi-generational planning, including tax-advantaged transfers of assets, private banking and lending, off-shore and domestic U.S. trusts and private foundations, pre-nuptial and post-nuptial planning, digital and traditional investments, the taxation of trusts and estates, charitable giving, insurance and annuity coverage, and issues relating to intellectual property and change of residence domestically in the U.S. and internationally. Contact us HERE to further discuss your situation.
Our multi-lingual financial advisors and retirement planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help our clients pay less tax with our proprietary private legacy banking. Our firm has counseled a broad range of clients, including those with inherited wealth, owners of closely-held international businesses and clients with busy multi-jurisdictional residence schedules. Contact us HERE to further discuss your need to become our client.
We have broad experience in the administration of U.S. domestic and international trusts and estates and have counseled both individual and corporate clients in the performance and efficiency of their multi-jurisdictional irrevocable trusts and private foundations. We work closely with investment advisors, insurance planners and accountants in 45 countries to ensure a coordinated approach to meeting our clients' financial and lifestyle needs for smart retirement anywhere around the world. Contact us HERE to further discuss your off-shore trust options.
We fix our clients' biggest legal and tax problems. Even if you or your family member has already been detained by tax or other authorities -- we can still help resolve your problem. Our legal counsel have particular experience handling complex tax, real estate, investment, and estate-related litigation, both internationally and domestically in the U.S., including high-stakes will contests and real estate construction legal proceedings. Contact us HERE to further discuss your legal problems.
Our asset managers manage both traditional and alternative (digital) assets, create customized estate and retirement strategies with robust financial portfolios to meet our clients' long-term financial and lifestyle goals. We can help you with buying and selling digital assets. Contact us HERE to further discuss your digital assets.
Whether you are looking for wealth accumulation or a comfortable retirement in any part of the world -- we would love to hear about your financial goals and retirement dreams to help you achieve them all. Contact us HERE to further discuss your international retirement needs.
We fix our clients' biggest inheritance problems. Our multi-lingual advisors have particular experience with complex estate-related litigation, both U.S. domestic and international, including high-stakes will contests and construction legal proceedings. Contact us HERE to further discuss your inheritance problems.
Our family office specializes in offering comprehensive multi-disciplinary services designed for clients who require international accounting, private banking, insurance coverage, estate planning, wealth advisory, public relations, private education, technology, security, legal services that may not be offered through traditional financial advisors. Contact us HERE to further discuss your international accounting needs.
We develop custom equity portfolios for clients and their families with rather complex international asset management needs. Contact us HERE to further discuss how we could help build your portfolio or solve your toughest financial and tax problems and help optimize your life.
We can help you buy and maintain any aircraft of your choice. Alpha Family Office is the holistic solution available to discerning people looking for the very best in financial planning, administrative, and lifestyle services. Contact us HERE to further discuss your private jet purchase.
We offer international tax, accounting, insurance, investment, estate and retirement planning, tax-advantaged transfers of assets, multi-generational planning, the taxation of trusts and estates, charitable giving, pre-nuptial and post-nuptial planning, global retirement planning, and issues relating to change of residence services. Contact us HERE to further discuss your multi-generational planning.
230 Park Avenue, 9th Floor, New York City, New York, 10169, U.S.A.
HONG KONG OFFICE
61/F, 6305-06, Level 6, Hong Kong Business Center, 99 Queen's Road, Central Hong Kong
Unit 2015, Level 20, Tower 2, SIC, No. 8 Century Avenue Pudong, Shanghai, 200120 China
Level 7, Yusen Building, 2-3-2 Marunouchi, Chiyoda-ku, Tokyo, 100-0005 Japan
150 N Michigan Avenue, Chicago, IL 60601, U.S.A.
8117 Preston Rd, Dallas, TX 75225, U.S.A.
3610 Buttonwood Drive, Columbia, MO 65201, U.S.A.
08:00 am – 06:00 pm
Monday - Friday: 8:00 AM - 6:00 PM (CST)
Saturday - Sunday: Closed
Schedule a free phone consultation HERE
Learn how to retire smart and aim to live to be 120
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Investing in securities involves a risk of loss. Although our financial products do not participate in the stock market directly, we use this notice only as standard industry practice. For more information, call Alpha Family Office at: +1.573.441.7100
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