Family Office Services

Managing your family’s wealth is a very important responsibility that can be 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.

LBMC Family Office team provides peace of mind and coordination for high-wealth households with complex financial commitments that require vast expertise in many facets.

Why LBMC Family Office?

There are many benefits to outsourcing to us:

  • We have the advantage of internally coordinating with other departments to make processes 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.
  • There are potential cost savings associated with consolidating multiple services from many providers to one. The level of knowledge and expertise harnessed through outsourcing to LBMC Family Office exceeds internal family office capabilities.

Our 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

Executive Team

Link to Cindy Family Office Services

Cindy Harper

Shareholder, Practice Leader Wealth Advisors

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phone icon email icon Nashville