Preserving Family Legacy
Building Financial Foundations
We care for our clients the same way we look after family and friends. Before we give advice, we listen carefully and take the time to clearly understand what matters most to our clients. This is critical to providing quality advice and recommendations. We can help design your unique lifestyle and retirement. We can build and protect your multi-generational wealth. We can protect your family from market losses. Email us here.
Private Legacy Banking
We ensure stability and growth with our private banking and lending, estate planning, proprietary trading and investments, charitable giving, insurance and annuities, hedging investment risk, domestic and off-shore trusts, multi-generational tax planning, multi-jurisdictional income and taxation strategy geared to securing tax-free income.
Global Asset Management
We manage both traditional and digital assets to meet your long-term financial and ever-changing lifestyle goals. We understand your biggest concerns about retirement funding and fulfilling your life-long dreams. That's why we use our time-tested financial strategies that seek to outperform adverse market cycles to protect your wealth.
Why Not Retire Early?
Click below to get your free retirement plan or discuss Medicare benefits! We can solve your problems in connection with taxation, inheritance, divorce, bankruptcy, philanthropy, endowments, fine art, real estate, retirement, annuities and insurance.
For your free Medicare and irrevocable trust consultation, call +15734417100
To schedule a call, visit www.calendly.com/alphafamilyoffice
Early Retirement Planning
How We Optimize Life
Our multi-family office solves financial, legal, and tax issues across all 50 U.S. states and globally. While our comprehensive suite is designed for individuals with assets of $20,000,000 and above, we offer specialized, high-tier wealth and retirement structuring for clients preparing for retirement with fewer assets. We seamlessly handle inheritance proceedings, estate and multi-generational planning, wealth management, tax-advantaged asset transfers, private banking, offshore and domestic trusts, private foundations, pre- and post-nuptial planning, digital and traditional investments, trust taxation, charitable giving, insurance, intellectual property, and global relocation. Contact us HERE to discuss your tax and retirement goals.
Our multi-lingual financial advisors and retirement planners do more than just manage your pension and 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 financial and tax concerns.
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, lawyers, insurance planners and accountants in 45 countries to ensure a coordinated approach to meeting our clients' financial and lifestyle needs for smart retirement anywhere in the world. Contact us HERE to further discuss your off-shore trust needs and tax concerns.
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 domestically and internationally, including high-stakes will contests and real estate construction legal proceedings. Contact us HERE to further discuss your tax or 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 in any part of the world. We can help you with buying and selling digital assets. Contact us HERE to further discuss your digital assets goals and needs.
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 materialize them. Contact us HERE to further discuss your international retirement goals.
We fix our clients' biggest inheritance problems. Our multi-lingual advisors have particular experience with complex estate-related litigation, both domestic and international, including high-stakes will contests and construction legal proceedings. Contact us HERE to further discuss your inheritance concerns.
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 and solve your toughest financial and tax problems.
We can help you buy and maintain any aircraft or vessel of your choice in any part of the world. Alpha Family Office is the holistic solution available to discerning individuals looking for the very best in financial planning, administrative, and lifestyle services anywhere in the world. Contact us HERE to further discuss your aircraft needs.
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 concerns.
For your free estate planning consultation, call +15734417100
To schedule a call, visit www.calendly.com/alphafamilyoffice
Tax-free Retirement Income
How We 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 for many generations 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 for your best years. Your dedicated retirement advisor at Alpha Family Office can help you work through all these concerns by discussing creating a non-reportable income source that is designated by the IRS to provide for your tax-free retirement so you could retire with confidence anywhere in the world. Contact us HERE to further discuss your 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 guide you through this 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 pension account and other 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 all of your 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 will help you develop a comprehensive financial plan, consult with our experts in estate planning or, depending where you reside, refer you to an attorney for securing additional documents 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.
It is an accepted rule 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 strategy specific to your retirement needs and individual circumstances. Contact us HERE to further discuss your retirement goals.
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. We use our time-tested estate and retirement planning strategies to help you retire smart. Contact us HERE to further discuss your capital growth needs in retirement.
Alpha Family Office has a highly collaborative team culture to ensure both growth and longevity of your global assets. When we decide to work with a client, it is likely that our entire in-house team of experts will be involved. However, we always consult with local financial, tax and legal experts, depending on the jurisdiction of our client. We have intellectual capital built from pioneering global equity investing and ESG-integrated research. Whether you are looking for wealth preservation or longevity-driven retirement, we can help you solve your biggest tax and inheritance problems. Contact us HERE to further discuss any of your financial concerns.
We are a U.S-based family office that offers bespoke global asset management and lifestyle services, such as estate and retirement planning, private legacy banking, insurance and annuity coverage, and wealth management services in 50 U.S. states and internationally. We address and fix our clients' biggest financial, legal, and tax problems that they face in the current global economic environment of complex tax and invasive regulatory changes during especially adverse or catastrophic global market conditions. Contact us HERE to further discuss your multi-jurisdictional tax, inheritance, private banking, and retirement concerns.
We manage both traditional and digital assets, create customized estate and retirement strategies with robust financial portfolios to meet your long-term financial and lifestyle goals. Our multi-family office is comprised of people with expertise to help you protect your digital and traditional assets and retire with confidence anywhere you choose using our private retirement programs. Contact us HERE to further discuss your digital assets' concerns.
No matter where you currently live -- we've got you covered with our multi-family office global services. Since 1994, we have been helping clients build and protect their assets and retire smart globally by creating customized retirement strategies and equity portfolios to meet their long-term financial and lifestyle goals. Contact us HERE to further discuss retiring smart anywhere in the world.
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 in 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 your biggest financial concerns.
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 your asset management and tax concerns.
We work closely with investment advisors, private bankers, lawyers, insurance planners and accountants in 45 countries to ensure a coordinated approach to meeting our clients' global asset management needs. Every one of our financial advisors at Alpha Family Office is a fiduciary, meaning we always act in your best interest. 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 -- contact us HERE to further discuss your global asset management needs and retirement goals.
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 individuals with at least $20,000,000 in assets, our family office could address and fix your biggest inheritance and tax problems in 50 U.S. states and internationally. We manage 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 and internationally. Contact us HERE to further discuss your optimized life as our client.
We could address and solve your biggest financial and tax concerns from New York City to Monte Carlo. We help clients reach their financial goals in 45 jurisdictions around the world. Contact us HERE to further discuss your optimized life as our happy client.
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OUR GLOBAL OFFICES
NYC HEADQUARTERS
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
TOKYO OFFICE
Level 7, Yusen Building, 2-3-2 Marunouchi, Chiyoda-ku, Tokyo, 100-0005 Japan
CHICAGO OFFICE
150 N Michigan Avenue, Chicago, IL 60601, U.S.A.
DALLAS OFFICE
8117 Preston Rd, Dallas, TX 75225, U.S.A.
Office Hours
Open today | 08:00 am – 06:00 pm |
Monday - Friday: 8:00 AM - 6:00 PM (CST)
Saturday - Sunday: Closed
Schedule a virtual consultation HERE
For your free estate and tax planning consultation, call +15734417100
To schedule a call, visit www.calendly.com/alphafamilyoffice
Our Estate Planning Blog
Learn How to Optimize Life
Medicare Insurance Overview
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For your free Medicare insurance consultation, call +15734417100
To schedule a call, visit www.calendly.com/alphafamilyoffice