For families of substantial means, great care must be taken in developing the most efficient wealth management and transfer strategies. Our Family Office services provide an effective way to coordinate the stewardship of family assets and organize philanthropic and personal interests. This approach takes into account the distinctive needs of individuals as well as the family group as a whole.

In addition to portfolio services, Family Office clients receive all Wealth Management services as well as access to our private trust company, cash and expense management reports, our bill payment program, family meeting facilitation and philanthropic administration. For a detailed listing of the services included at the Family Office level click here.

Family Office services begin with a in depth planning phase that involves collecting and analyzing detailed client information, including personal preferences and objectives, in order to develop a baseline financial projection and various alternative scenarios. Next, we discuss the merits of each alternative, agree upon the optimal strategy and identify specific recommendations regarding cash management, tax strategies, retirement plan distributions and estate planning solutions. Finally, we draft an Investment Policy Statement which outlines the client's asset allocation, the recommended mix of passively- and actively-managed institutional investments and guidelines for deployment, benchmarking, trading and rebalancing.

Fees for the initial planning phase are calculated on an hourly basis at a rate of $200 per hour. Most planning engagements are completed within a 15 to 25 hour range. The minimum fee is $3,000. As part of our firm's policy of full disclosure, all planning fees are capped and spelled out in writing before any services are performed. This policy ensures that our clients' needs are evaluated objectively and in a cost-effective manner.

Following the completion of the initial planning phase, clients begin the retainer phase of our Family Office services. Retainer fees for Family Office clients are assessed on a quarterly basis in accordance with the fee schedule below.

	Assets Under Management		Assets Under Advisement
Client's Portfolio Value	Annual Rate	Quarterly Rate	Annual Rate	Quarterly Rate
$2,000,000 - $5,000,000	0.750%	0.1875%	0.250%	0.0625%
$5,000,001 - $10,000,000	0.500%	0.1250%	0.200%	0.0500%
$10,000,001 - $20,000,000	0.400%	0.1000%	0.150%	0.0375%
$20,000,001 +	0.350%	0.0875%	0.100%	0.0250%

Assets Under Management includes all investment assets under the discretion of Truepoint Capital. Assets Under Advisement includes the fully-vested equity value of investment assets not under the discretion of Truepoint Capital. Truepoint Capital provides ongoing advisement, continuous monitoring and periodic reporting on all assets included as either Assets Under Management or Assets Under Advisement.

Please note that there is a minimum fee of $3,750 per quarter ($15,000 annually) for portfolio values below $2,000,000; this may result in an annual fee in excess of .75%.