Wealth Management

Family Office

The Numa Family Office has for many years served wealthy foreign families with complex asset management, fiduciary, tax, estate, accounting, philanthropic, and personal financial challenges. Our founding principles remain today as pillars: objectivity, flexibility, discretion, transparency and efficiency. Our close cooperation with each family extends to its legal or other advisors. Together with those advisors, we can develop a cost-effective, value-enhancing approach to wealth management in an attempt to sustain future generations.

The complete family office services –including tax and estate planning and insurance services, and more– is integrated with advising on all issues of generational transition. Numa is distinguished for its programs on wellness and life extension and offering assistance with the education of children to the support of aging members of the family. This depth includes thoughtful and innovative succession planning.

Numa works with the client's legal, tax, and other professional advisors to achieve all of these goals. Numa does not, however, provide legal, tax, or accounting advice to clients.

Numa Family Office assists with:

  • Tax and estate planning
  • Personal financial reports
  • Budgeting, and cash flow
  • Family philanthropy
  • Investment performance measurement and reporting
  • Family governance and education
  • Concierge services
  • Electronic record keeping and online reportingInsurance oversight
  • Risk management and oversight of downside risks
  • Trustee functions
  • Technology