Spring 2017 Issue of Horizons

1. You travel extensively and your bills do not get paid while you are away. 2. You have multiple residences with utilities, real estate taxes, repairs, etc. at each that need to be managed. 3. You have multiple bank accounts and credit cards that you utilize to pay your bills. 4. You incur late fees from missed bill deadlines. 5. Your investment statements are not reviewed on a regular basis. 6. Your bank account or credit card statements go unreconciled.

7. You don’t track your spending to know how much is spent on travel, entertainment, utilities or any other specific category that is important to you. 8. Your paid invoices are disorganized to the extent that you can’t access them when necessary. 9. You have a difficult time identifying and accumulating the year-end tax information you need to provide to your tax preparer. 10. You simply want to free up your time from the administrative tasks associated with managing your finances. If any of these statements describe your situation, it may be in your best interest to start investigating how family office services may have a beneficial impact on your finances and your life.

WEALTH ADVISORY SERVICES GROUP

The RubinBrown Wealth Advisory Services Group helps clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that can integrate income taxes, estate taxes, financial planning, risk management and investment management needs, all in one place, throughout their lifetimes.

For more information, visit www.RubinBrownWealthAdvisors.com/Family-Office .

Jackie Jacquin, CPA Manager Wealth Advisory Services Group 314.290.3414 jackie.jacquin@rubinbrown.com

Family Office Services: Not Just for the Uber Wealthy

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