Comprehensive family office services are Makinen Family Office’s area of expertise. Among the services we provide are wealth management, financial advice, estate planning, tax reduction, philanthropic direction, and more. Our mission is to assist families in navigating the challenges of asset management and achieving their financial objectives.

At Makinen Family Office, we approach financial planning on an individual basis. Your specific goals, desires, and financial condition will be well understood by our team of professionals through direct collaboration with you. The next step is to develop a customized financial strategy that includes estate planning, risk management, investment strategies, and tax efficiency. Our mission is to give you a thorough road map that will enable you to succeed financially and safeguard the future of your family.

We are aware of the significance of passing riches down through the generations. Our staff has a depth of knowledge in family governance, trust and estate planning, charitable endeavors, and generational asset transfer plans. We will work directly with you to create a unique strategy that guarantees a smooth wealth transfer, reduces tax repercussions, and upholds the principles and legacy of your family.

Makinen Family Office makes it simple to get started. Contact us personally or through our website to get in touch with our staff. In order to better understand your needs, your objectives, and how we can help you, we will organize an initial session. We will give you an overview of our services and address any questions you may have during this session. From there, we may start collaborating to develop a tailored financial strategy that matches your goals.