A Wealth of Possibilities
You have realized your dream of financial success and now you want to use that wealth to reflect your goals, dreams, and priorities through a lasting and growing legacy. Our Family Office team of professionals will navigate the details and complexity of your wealth management while you continue to grow your business(es) and live your life. Our team provides comprehensive and objective oversight and, most importantly, peace of mind.
Family Office and Wealth Management Services
- Personal Financial Statements and Recordkeeping
- Family Office Management and Organization
- Family Office Risk Control
- Investment-Related Services
- Family Office Planning
- Charitable Planning
- Tax Services
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"The Re-Development Group (RDG) has been a satisfied client with Simons Bitzer for close to 18 years. I have worked with Greg Simons before we founded our respective companies. Greg has assembled an excellent team and its been great to see our companies grow together. We rely heavily on the professional services that Simons Bitzer provide RDG."–Patrick Dubach, Owner, The Re-Development Group Inc.
Ready to connect and learn more about our Family Office service?