Family Office Development

Bashaw-Martinson provides Family Office solutions to family-owned and closely-held businesses. These solutions are rooted in family input and a commitment to multidirectional communication. We take the time to understand shareholder objectives and the needs of the business; and integrate these important interests into the solution. Family offices often are built to provide a wide array of services including:

Family planning & investments
Tax & estate planning
Trust & custody services
Bill paying, accounting, HR services
Comprehensive risk management
Assistance with client owned businesses
Education/family meetings
Individual mentoring
Family Governance
Effective philanthropy

“In every conceivable manner, the family is link to our past, bridge to our future.”—

Alex Haley (August 11, 1921 – February 10, 1992)

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