Your Virtual Family Office…

The Integrity Family Office utilizes sophisticated tax strategies and exclusive investment opportunities while navigating complex financial landscapes and optimizing your family balance sheet.

For the business family, managing your legacy is a complex, multi-faceted journey that demands a dedicated team and a holistic perspective. It's a journey you don't have to take alone. At Integrity, we empower business families to build their own Family Office—a bespoke, centralized hub for all your financial, legal, and relational needs. We coordinate the best experts in estate planning, tax optimization, succession, and philanthropy, all while preserving the family's most valuable asset: its unity.

Private Placement Life Insurance

A Professional Framework for UHNW Implementation

For ultra-high-net-worth families, few planning structures offer the combination of tax efficiency, investment flexibility, and wealth transfer potential that Private Placement Life Insurance delivers. Inside a PPLI policy, investment income and capital gains accumulate completely free of federal and state income tax — compounding unimpeded over a 20- or 30-year horizon to produce dramatically superior after-tax outcomes.

Integrity serves as PPLI Policy Coordinator — the fiduciary quarterback who manages the full implementation process across estate attorneys, tax counsel, insurance specialists, IDF managers, and trust companies, ensuring the transaction reaches placement with discipline and accountability.

The Outsourced Family Office CIO advantage

Creating or maintaining a single family office requires a strategic approach to investment management, and outsourcing the role of a Chief Investment Officer (CIO) can be a prudent decision. An outsourced CIO brings specialized expertise and a broad perspective to the table, ensuring that the family's wealth is managed effectively and aligned with their long-term goals. Key concerns include risk management, asset allocation, and performance monitoring. The outsourced CIO can provide tailored investment strategies that mitigate risks while optimizing returns, leveraging their experience in diverse markets and asset classes. Additionally, they offer continuous oversight and reporting, ensuring transparency and accountability in investment decisions. This support is crucial for maintaining the financial health and legacy of the family office, allowing family members to focus on their core interests and values.

When selling a business or music catalog and setting up a single family office, the transition can be complex and requires careful planning. An outsourced CIO can play a vital role in this process by providing expert guidance on the reinvestment of proceeds from the sale, ensuring that the new family office is structured to meet the family's financial objectives. Furthermore, if a family member is taking on the role of CFO or CIO within the family office, the outsourced CIO can offer invaluable support and mentorship. This collaboration ensures that the family member is well-equipped to handle their responsibilities, benefiting from the outsourced CIO's experience and insights. This integrated approach not only enhances the effectiveness of the family office but also fosters a sense of continuity and confidence in managing the family's wealth.

Family Office CIO Process

Focusing on what matters most: Time.

The Integrity Family Office utilizes sophisticated tax strategies and exclusive investment opportunities while navigating complex financial landscapes and optimizing your family balance sheet. We ensure that your wealth is always working for you by leveraging the most current technology platforms to manage liquidity for capital calls and distributions. Our involvement will not only provide clarity and enhanced management of your family balance sheet, it will also protect your most valuable asset….your time.

Our services can be additive and supportive to your operating single family office by providing professional guidance and technical clarity behind your existing team. We regularly sponsor family office summits in Jackson Hole, Malibu, and Switzerland to learn and share best practices as we believe that families are stronger together.