Gilbert & Cook Family Office provides your family with peace of mind, knowing your personal and financial matters are being handled with the utmost care. 

Families with significant wealth typically find themselves facing unique opportunities and challenges, requiring a more sophisticated solution. In the process of serving our families, we understand and value the importance of preserving family values and priorities.

Gilbert & Cook Family Office provides private family services for multi-generational families. In addition to our sophisticated investment strategies, we support your family and business with comprehensive wealth management services. Family Office services provide a centralized, trusted source for managing your families legacy – working alongside your professional team to craft, implement, and monitor your financial strategies so that you are free to focus on living your life of abundance.

As an independent Registered Investment Advisor, our independence allows us flexibility in investment options - customization to your families mission and provides you with access to global investment opportunities.

In addition to our comprehensive wealth management services, we support you with lifestyle management services. Our customized services* and strategies for family office clients include: 

WEALTH PLANNING

  • Lifestyle Management: Cash Flow & Income Strategies, Benefits Review

  • Portfolio Design

  • Private Equity Evaluation & Oversite

  • Estate / Legacy Planning : Insurance Review

  • Real Estate Structures

WEALTH MANAGEMENT

  • Investment & Global Asset Allocation Strategy

  • Proactive Tax Planning

  • Corporate Benefit Strategies

  • Consolidated Reporting

  • Bill Pay Services

TRUST & CORPORATE SERVICES

  • Business Succession Planning

  • Trustee Support

  • Family LLC Shareholding

  • Advanced Estate & Tax Strategies

  • Corporate Structures

FAMILY GOVERNANCE

  • Family Meetings & Education

  • Family Constitutions

  • Prenuptial Agreements


Families who benefit from private family services, typically:

  • Require complex financial planning and investment management to grow wealth across multiple generations.

  • Require a fiduciary advisor to maximize the impact of family wealth on foundations or charitable trusts.

  • Seek an experienced family wealth advisor to oversee and manage family financial affairs.

  • Wish to highlight wealth transitions and to strengthen family legacies, including business and/or estate succession and tax planning.

Interested in learning more? For more information regarding our Private Family Services, or to schedule your complimentary meeting, call our office at 515.270.6444 or email info@gilbertcook.com .