TMN Family Office Director Program

Step Into a More Important Role in Your Clients’ Lives

Move to the center of the client’s financial picture and coordinate their full financial life: tax, wealth, retirement, risk, and estate.

Watch the program walkthrough

Family Office Director 7:42

How the Family Office Director role coordinates the client’s whole financial life.

On the call, we will look at your client base, whether this role fits your goals, and the right first move.

The vision

The role with the highest wallet share and the deepest client relationships

Not another service add-on. A different role: the professional who coordinates the client’s whole financial picture, not one slice of it.

Inside the program

The framework, the tools, and the training for the director role.

01
Turnkey Multi-Family Office Charter. The infrastructure for delivering a multi-family-office experience, without building it from scratch.
02
Family Office Partner. A dedicated TMN partner who helps identify opportunities and coordinate the subject matter experts around the client.
03
Tax Architect platform. The proactive tax planning engine that anchors the strategy work for every client.
04
Marketing & client-facing materials. Educational campaigns, presentations, newsletters, and a multifamily office website.
05
Integrated technology & planning tools. Planning assistance, risk analysis, and the operating stack you would otherwise have to assemble yourself.
06
Middle & back office support. Operational, compliance, and admin infrastructure, so your time goes to the client relationship.

The director role

More important to the client. Higher wallet share. Recurring revenue that doesn’t depend on seasonal volume.

Free consultation

Pick a time below, or send a written question and we will email you back.

Pick a time on the calendar. We will talk through your practice, your goals, and whether the Family Office Director program fits.

Send a written question. We will email you back.