For Families
Integrated planning for families goes beyond estate planning.
Our services address the complex and multi-faceted needs of successful and wealthy families.
Partnering WIth Families
Personalized Services
Co-Missions’ integrated planning offers a personalized, family office like service that simplifies clients’ financial lives and provides them the freedom and flexibility to pursue their missions.
![jude-beck-a-nWU0o73r4-unsplash](https://co-missions.com/wp-content/uploads/2020/08/jude-beck-a-nWU0o73r4-unsplash.jpg)
What We Offer
This service may include, private equity advice, real estate investment strategies, tax-efficient investment strategies, consolidated performance reporting on all asset classes, private lending solutions, philanthropy and family governance.
In addition, Co-Missions’ families often rely on us to coordinate their financial affairs with third-party representatives, such as accountants, attorneys and agents.