· FAMILY OFFICE · WEALTH COORDINATION · MULTI-ENTITY · PRIVATE CLIENT
Family Office-Level Coordination for Complex Wealth
Multiple entities, investments across asset classes, generational planning, and tax strategy that touches everything. Archer Lewis brings family office-level oversight to families who need it, without the infrastructure of building a standalone office.
Our Approach
One team, connecting every piece of your financial picture.
High-net-worth families with complex holdings, including multiple business interests, investment portfolios, trusts, real estate, and family members at different financial stages, need oversight that connects all of it. Archer Lewis coordinates across the entire picture, integrating tax planning, estate strategy, entity management, and reporting into a single, coherent service relationship, giving you coordinated financial oversight without the infrastructure of a standalone family office.
What's Included
Family office services that connect every piece
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Financial Coordination
Tax, estate, investments, and entity management coordinated through one team: no gaps between advisors.
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Entity Management
Financial oversight across multiple LLCs, partnerships, trusts, and holding companies, consolidated and organized.
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Consolidated Reporting
A single view of the family's complete financial position across all entities, accounts, and holdings.
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Tax Planning & Compliance
Integrated personal and entity tax planning that considers the full family picture, not just individual returns.
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Estate & Wealth Transfer
Ongoing estate planning coordination as family circumstances and tax law evolve.
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Next Generation Planning
Financial education and planning for family members at earlier wealth stages, preparing the next generation to manage what they'll receive.
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Advisor Coordination
We work alongside your investment advisor, attorney, and insurance advisor to make sure every recommendation is consistent with the overall plan.
Uncoordinated family wealth creates gaps that compound over time.
Tax decisions made without considering estate implications, investment decisions made without accounting for tax consequences, and entity structures that create more complexity than they solve are common results of uncoordinated planning. Archer Lewis brings the coordination that prevents these gaps, so every financial decision for your family is made with the full picture in view.
Talk to a Private Client Advisor
Common Questions
What families ask about family office services.
A family office coordinates the financial affairs of a high-net-worth family: tax, estate, investments, entities, and reporting. You don't need a standalone family office to get that level of coordination. Archer Lewis provides family office-level services for families whose complexity warrants it, without the overhead of building a dedicated office.
It depends more on complexity than a specific number. Families with multiple business interests, significant investment portfolios, multiple entities, and multi-generational planning needs benefit from coordinated oversight, regardless of whether they meet the threshold typically associated with a formal family office.
Yes, and we usually do. Family office coordination means working across your full advisor team, not replacing it. We integrate with your investment advisor, estate attorney, and insurance advisor to make sure every recommendation is consistent with the overall plan.
