1. CLARITY | PERSPECTIVE | CHOICE
Park Place Financial
Your Family Office
What is a Family Office?
A familyoffice actsasa personal CFOor Chief advisor.Theyofferatotal outsourcedsolutiontomanagingthe
financial andinvestmentsideof awealthyindividualorfamily.They have become knownfortheirunbiased
advice andobjectivity,andthe coordinationandintegrationtheyprovidebetweena family’s otheradvisors.
Benefits of a Family Office
 Advice isprovidedwithacomplete understandingof all the familiesassetsand liabilities
 Servicesare providedtothe entire highnet-worthfamily
 Ensuresall advisorsworktogetherina coordinatedmannertowardsthe same goals
 Consolidatingassetsleadstoreducedcosts
 Comprehensiveapproachtoriskmanagementthatensuresall familymembersandwealthare
protected
Our Services
Integrated Planning
 NetWorth Management
 RiskManagement
 Tax & Structure Planning
 Estate & Succession
Planning
 PhilanthropicPlanning
 Governance & Education
Investment Management
 AssetAllocation
 InvestmentManager
Selection&Oversight
 InvestmentReporting&
Review
 Goal Targeting
 Fee Reporting
 In-DepthAssetAnalysis
Implementation
 OngoingManagement
 ConsolidatedReporting
 Administrative Services
 Lifestyle Services
 AdvisorCoordination
 Referral Services
 Timeline Planning