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Managing your family’s wealth is a very important responsibility that can be very time consuming and requires financial expertise. As times and lives change, this responsibility takes time and attention away from other business or personal ventures. 

Trust LBMC Family Office to absorb the management of your day to day responsibilities. We have been taking care of some of Nashville’s most prominent families for 30 years.  Let us take care of you and your family in the same way. 

LBMC Family Office works closes with your family to understand your special situation, concerns and goals. 

Why LBMC Family Office?

There are many benefits to outsourcing to us:

  • We have the advantage of internally coordinating with other departments to make process seamless  because of the wide breadth of services our LBMC family of companies offers.
  • Without an internal staff, there is no worry of turnover, vacation or training new employees.
  • By consolidating multiple services from many providers to one, there can be a possible cost savings by outsourcing to LBMC Family Office.
  • The level of knowledge and expertise harnessed through outsourcing to LBMC Family Office exceeds internal family office capabilities.

Suite of services include, but are not limited to:

  • Accounting & Reporting
  • Estate, Gift & Trust Planning
  • Philanthropic Services
  • Tax Planning & Compliance
  • Investment Advisory Services
  • Bill Paying & Budgeting
  • Asset Protection Insurance Services
LBMC Family Office:  Financial Guidance Day to Day... We provide peace of mind and coordination for high-wealth households that are busy, complex and have many financial commitments that require vast expertise in many facets. 

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