Family Office Services
Simplifying Complexity, Preserving Your Legacy
We operate as an extension of your household—coordinating advisors, streamlining reporting, and creating a framework to preserve values and wealth across generations*.
What We Provide:
Consolidated reporting & cash-flow oversight
Budgeting & liquidity planning
Investment policy guidance & manager coordination
Estate and trust alignment with attorneys & CPAs
Philanthropy strategy & grant-making administration
Philanthropy strategy & grant-making administration
Family education & governance facilitation
Family education & governance facilitation
Why Parable?
Our team’s unique expertise (CFA®, CFP®, estate attorney) positions us to handle the most complex financial structures with both precision and care.
*Family Office Services are available upon request and acceptance by Parable. Typically, family-office level care is offered by Parable when a household’s assets under management exceed $10,000,000.
