Multi-Generational Family Office

At Optima Asset Management, guiding multiple generations through financial transitions with clarity and peace of mind is our specialty.

Your Family’s CFO

Protect your family’s legacy with a trusted team to assemble the pieces of your big picture.

Generational Financial Planning

As your family’s wealth grows, there are more assets and liabilities to keep track of —family businesses, stock options, real estate, household employees, valuable collections. We’ll design personalized strategies that support your family members’ goals and lifestyles long term.  

Organized Wealth Transfer

Distributing family assets across multiple generations becomes more complicated with marriages, divorces, death, and high expectations. We’ll be there to prepare family members for their inheritance and how to manage it responsibly. 

Operational Office Support

With a focus on minimizing costs and taxes, we’ll handle the day-to-day management of your finances according to your wealth management plan and keep everyone informed of what they have and what to expect.  

Trustworthy Leadership

Preserve and Grow Family Wealth Across Generations

Live Your Vision

We’ll help you to define the purpose of your money and set up strategies that let you live the lifestyle you want while leaving the legacy you envision.

Protect with Guardrails

When life’s currents want to take your family astray, our personal guidance can keep family members on track to financial success.

Simplify the Complicated

With decades of wealth management experience, our team will help you navigate complexities with intelligent financial solutions.

Coordinated Services

Broad-Spectrum, Goals-Based Financial Planning

Outsource Financial Management

We’re Here to Streamline Your Family Office

Gain Knowledge

Multi-Generational Family Office