Family Account Management
Your personal CFO – an integrated approach designed for you and your family.
High net worth families face specific complexities: multiple types of investments, sophisticated legal structures, complicated compliance requirements, as well as unique challenges relating to cash management. Richter’s Family Account Management (FAM) handles the intricacies of your financial life, offering personalized solutions based on your needs, objectives and goals.
Our seamless approach eliminates the administrative tasks you would normally have to oversee. We provide comprehensive services for all your financial needs, and integrate with the services other advisors might already be providing to you.
With a broader perspective on all areas, FAM can help fine-tune your financial journey, while taking care of the details along the way. With FAM as your personal CFO, we take care of the details, so you can take back the luxury of time and peace of mind.
Meet our expertsThe people behind the expertise.
Greg MooreCFA, FEA
Justine DelisleCPA, CA, Pl. Fin.
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Food for thoughtWhat’s in the news & what you need to know.
Family mission statements.
Paying more than lip service to the importance of legacy planning For ultra-high net-worth individuals, the burden of preserving and transferring wealth across generations has become riskier and more complex. What’s even more difficult, is the challenge of engaging and involving other family members. A long-term view of these concerns may resolve both issues. Picture […]Click to read more.
It’s inevitable, so why are you holding your children back?.
Is it ok to assume everything will be fine? Or should you take the steps to ensure it will be when you pass on? Technically you are all set: you’ve created an estate transition plan designed to control how your legacy is to be distributed over time, ensuring that when wealth makes its way to […]Click to read more.
Manager Due Diligence.
As family advisors, we spend much of our time assessing our clients’ specific goals to ensure that their investment framework provides them with the greatest odds of long term success. At a high level, our approach focuses on addressing multiple risks and objectives to ensure that regardless of market conditions, our families can minimize the […]Click to read more.
A holistic approachfocused on you
Whether for business or personal; with one challenge or our full suite of services, Richter’s approach is always strategic, insightful and all-encompassing. Guided by our values and rooted in trust, we’ve helped clients thrive for over 90 years.