CONRAD & JANES
FAMILY OFFICE
IS YOUR VISION SECURE?
DEFINING THE FAMILY ENTERPRISE
The collection of your family’s meaningful values and economic interests
Determine the future role and stage of development of the business in the family enterprise
- Business Continuity & Vision
- Capital Investments
- Dividend Distributions Management
- Development & Succession
- Independent Views by Board Members
- Entrepreneurial Ventures
Develop the best plan to engage and involve family members for future generations
- Capture Family History
- Capital Investments
- Family Guiding Principles & Values
- Shared Vision for the Family’s Future
- Owner Engagement & Education
- Leadership Development & Succession
- Elder Care
FINANCIAL ASSETS
Outline the optimal path to protect, preserve and grow assets across multiple generations
- Sustained Purchasing Power
- Tax Planning & Wealth Transfer
- Family Financial Plans
- Comprehensive Financial Reporting
- Asset Allocation & Investments
- Trustee & Beneficiary Education
PHILANTHROPIC ASSETS
Design a meaningful strategy for giving back based upon a shared vision and family values
- Shared Philanthropic Values & Mission
- Community Visibility & Impact
- Owner Involvement & Education
- Collaborative Grant-Making
- Planned Giving Vehicles
GREAT FAMILIES STAND THE TEST OF TIME
We help you define and protect the vision for your family enterprise today and for future generations.
Compardo, Wienstroer, Conrad & Janes is a member of the Family Office Exchange (FOX). FOX is the world’s leading peer-to-peer network for ultra-wealthy families and their advisors and is the leading authority related to matters of sustaining wealth across generations.
CONNECT
COMPARDO, WIENSTROER,
CONRAD & JANES
100 South Brentwood Blvd
Clayton, MO 63105
314-244-3377
1900 Shawnee Mission Pkwy, Suite 225
Mission Woods, Kansas, 66205
913-374-3022
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