Fairway Wealth Management offers family office services that enhance the value we can provide to our wealth management clients.
While our wealth management suite of services can be analogized to a personal CFO, our family office services become a personal accounting department and concierge, enabling those clients who need this extra layer of service to remain fully informed about the day-to-day activities related to their financial life without having to devote unnecessary time to handling administrative matters.
Using state-of-the-art software and workflow tools, our family office team projects future cash flow needs, handles bill payment, and represents the client’s interests in day-to-day financial management. We follow best-practice accounting protocols for detailed record keeping and preparation of retrospective cash flow reports. Handling these matters for our clients facilitates tax preparation and enhances Fairway Wealth Management’s ability to provide proactive advice in regard to financial, investment, and estate planning.