Our clients often engage Boyd Financial Strategies for Family Office services, a concierge-type service that allows a client to consolidate all of their financial matters with us, eliminating unnecessary confusion. With our team of Certified Financial Planners, Wealth Managers, Insurance Advisors, College Planners, Attorneys and CPAs we are able to service any family financial matter which could arise and allows us to help our clients better navigate the financial future.
Private school and college education prices are on the rise. Boyd’s Family Office services will help your family navigate the turbulent waters of education planning. We will be part of your students college planning process while realistically determining what school is right for your budget and students needs.
Family Budget and Cash Flow
Utilizing the Boyd Financial Strategies Family Office services we will take an in-depth look at your family’s budget. Too often people only look at their personal picture and not the whole family picture. We can help your family plan for those family purchases that keep your family operating.
The Boyd Financial Strategies Family Office service will provide a financial literacy course for you high school and college age student so that they can understand how to budget and maintain their own finances as they grow.
Don’t wait to plan for passing on assets to the next generation until you are already retired. Boyd Financial Strategies Family Office service will provide you with the road map to plan for this transition.