Trusted advisors and strategic partners.
Traditional family office services delivered by your most trusted advisor.
www.templetonco.com
Experience and committment. Providing elite services with confidentiality and discretion. For 20 years we have provided family office services to many of the largest family run businesses in the U.S., including sports franchises, real estate holding companies, manufacturing and retail, and technology industry mainstays. The T&C Family Office Group is a natural progression for our firm as we add talented individuals to our already stellar professional services team. Simply put, our group is a step above the rest in terms of expertise, breadth of services, and professionals.
Skilled and dedicated professionals committed to our clients’ needs. The T&C Family Office Group team members are highly skilled professionals devoted to the provision of an elite and responsive suite of family office services; tailored to your individual needs. Our professionals will work closely with you and your family members to manage any and all personal and business affairs that you choose. As a firm that specializes in family owned business, we offer a wide spectrum of services ranging from banking advisory, tax, and accounting to M&A advisory, luxury asset management, family governance and trust & philanthropic foundation administration. We provide our services while maintaining the highest level of privacy, confidentiality and discretion.
T&C Family Group Services Wealth Planning
Personal Accounting & Administration
family office group services
Monitoring & outsourcing
Governance & entity structuring
Compliance
Banking advisory, executive plans, benefits & luxury asset management
Our tax department professionals will be key participants in our T&C Family Office Group services implementation. In addition to our typical tax compliance services, we will be providing tax planning, valuation, as well as estate, gift and trust planning. Our audit practice has extensive experience with philanthropic foundation administration and will also assist our clients with mergers & acquisitions as many of our clients move to buy or sell business holding.
Our Services Wealth Planning • • • • • • •
Income tax planning Financial structure and compensation planning Asset protection, management and transfer Estate planning Succession planning Cash management Valuation services
Personal accounting and administration • • • • •
Financial statement preparation Bill payment Brokerage reconciliations Investment recording Payroll and bookkeeping
Monitoring & outsourcing • • • • •
Monitoring estate plan vehicles Monitoring family business activities Summary investment and asset reporting Insurance / risk management CFO and controller services
Governance & entity structuring • • • •
Entity selection Charitable giving Trusts and foundations Governance
Compliance • • • •
Individual tax preparation Business entity tax preparation Estates, trusts & gift tax preparation Foundation tax preparation (990s)
Banking advisory, executive plans, benefits & luxury asset management • Assistance with financing (personal & business) • Aircraft and yacht ownership administration • Employee benefits, pensions & ececutive compensation planning
Our clients. Our clients are our priority. Hita comnimil ma quatium ulla quas volorro ium, te sitium recus con rae sit ut optaque sit quas id exercim hariae voluptiae dollupt atusdam et vere voluptat ut occupit istrum renet eius, cuscima doluptatem fugiam quistrum asinihil minctem aut pratur? Estinverum in con non peritem quidebis perfers perestota autas accusa nis ute labor si • Busy professionals who don’t have the time and / or ability to effectively manage their assets require family office services. Time required to manage assets takes time away from running a business. • Those that need assistance in dealing with the increased complexity of laws and regulations. • Family members who want to separate management of their personal financial assets from those of the business. • Elderly parents, who do not wish to share financial information with their children, yet find it increasingly difficult to manage their financial affairs.
Five steps to wealth independence 1 Introductions
and goal setting • Meet the team • Understanding your needs and goals • Understand the diagnostic process and available services
2 Diagnostic review • Review contracts, operating agreements, tax returns, estate plan, trust documents, financial statemens, investment portfolio, aircraft and yacht ownership documents, stock option plans, executive comp agreements, and more. • Speak with client service providers such as bankers, lawyers, CPAs, and insurance advisors. • Meet with family members when desired • Visit business sites, properties, residences
3 Present findings
and suggestions
Hita comnimil ma quatium ulla quas volorro ium, te sitium recus con rae sit ut optaque sit quas id exercim hariae voluptiae dollupt atusdam et vere voluptat ut occupit istrum renet eius, cuscima doluptatem fugiam quistrum asinihil minctem aut pratur? Estinverum in con non peritem quidebis perfers perestota autas accusa nis ute
4 Develop service plan Hita comnimil ma quatium ulla quas volorro ium, te sitium recus con rae sit ut optaque sit quas id exercim hariae voluptiae dollupt atusdam et vere voluptat ut occupit istrum renet eius, cuscima doluptatem fugiam quistrum asinihil minctem aut pratur? Estinverum in con non peritem quidebis perfers perestota autas accusa nis ute labor si
5 Implement service plan Hita comnimil ma quatium ulla quas volorro ium, te sitium recus con rae sit ut optaque sit quas id exercim hariae voluptiae dollupt atusdam et vere voluptat ut occupit istrum renet eius, cuscima doluptatem fugiam quistrum asinihil minctem aut pratur? Estinverum in con non peritem quidebis perfers perestota autas accusa nis ute labor si
A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life. —Suze Orman
West Palm Beach Esperante Building 222 Lakeview Avenue Suite 1200 West Palm Beach, FL 33401 (561) 798-9988 Fort Lauderdale The Plaza at Las Olas 301 East Las Olas Blvd. Suite 800 Fort Lauderdale, FL 33301 (954) 333-0001
www.templetonco.com
Experience the difference.