Family Office
At Tiempo Capital we deliver a high level of customized care by integrating traditional Single-Family Office (SFO)’s middle- and back-office services with the cost-efficiency benefits and broader investment, advisory resources and concierge services of a Multi-Family Office (MFO).
Embracing cutting-edge technology, we deliver a suite of tools designed to enhance efficiency, mitigate risk, and provide comprehensive information for decision-making available to the family and their trusted advisors. We understand the importance of managing all financial data in an integrated fashion and have curated a modular platform of solutions to streamline your operations and expand your opportunities.
Tiempo Capital assists in creating a comprehensive overview of your estate and insurance plan. We ensure that summaries, flow charts, and wealth transfer outlines are current, clear, and accurately reflect your wishes. We also work with partners in the insurance advisory space designing dynamic solutions to create liquidity through life insurance and premium financing structures.
Engaging and educating family members is key to successful wealth management:
Wealth Education Programs: Initiatives to enhance financial literacy among family members.
Engagement Platforms: Interactive sessions that promote a unified understanding and participation in family financial decisions.
Responsible Wealth Ownership: Programs that encourage active involvement in the family’s financial strategies.
In addition to providing the operational and technology infrastructure pillars for a single family office, we provide strategic wealth management and family advisory services to support the family’s needs. Acting as a financial sounding board, Tiempo Capital’s investment committee / outsourced CIO services provide objective, unbiased advice that empowers family members to be their best with their wealth.
Integrated Wealth Management: Comprehensive services include investment management, lending optimization and banking.
Concierge Financial Services: Customized support for complex financial affairs and strategic planning.
Legacy Planning: Expert advice on how your wealth can influence future generations while preserving your values and vision through comprehensive estate and philanthropy planning.