Navigate Your

One Charles
Family Office Services

Boutique style approach

In addition to our financial planning and wealth management services, we offer a full suite of administrative and family office services not usually offered by traditional wealth management firms.

Our services provide solutions to manage and pay your expenses, coordination of your professional advisors while providing you comprehensive investment reports, family financial education and philanthropic strategies.

Needs Analysis

Organization, clarity and simplification to individuals and families with complex financial lives.

  • Document Storage & Management
  • Bill Payment & Expense Management
  • Cash Flow Planning & Budgeting
  • Personalized Financial Statements
  • Organization & Consolidation of Tax Documents

Financial Reporting

Delivering clarity, control and organization to your financial life.

  • Account Aggregation
  • Consolidated Performance Reporting
  • Cash Flow & Budgeting
  • Private Client Portal

Coordination of Advisors

Collaborating with your trusted advisors to customize solutions for your financial and life goals.

  • Banking
  • Attorneys
  • Real Estate
  • Accountant
  • Insurance Agents
  • Custodians

Family Education

Educating family members with the skills and knowledge to be financially independent is a complex task for every family.

Education Meetings

  • Finance & Wealth Literacy
  • Communicating Wealth
  • Professional Advisors
  • Financial Planning

Value Meetings

  • Engaging Family Youth
  • Mission Statement
  • Family members
  • Philanthropy
  • Goals

Family Governance

  • Family Member Involvement
  • Decision Making Process
  • Resolving Differences


One of the great pleasures of wealth is the ability to contribute to society

  • Articulate a mission statement
  • Identify organizations and initiatives that match your interests
  • Develop strategies to maximize tax advantages
  • Allocate amounts to give and assets to use
  • Maximize your charitable impact
  • Design an effective, long-term philanthropic strategy
  • Provide ongoing advice

Giving Strategies

  • Direct Gift to Charities
  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Foundations
  • Supporting Organizations

Lifestyle & Concierge Services

Drawing upon years of experience working with outside providers, One Charles is able to extend lifestyle and concierge services tailored specifically to our clients.

  • Book reservations at exclusive restaurants
  • Travel planning (including private travel)
  • Obtain prime seating to shows, concerts and sporting events
  • Research options for specialty gifts
  • Evaluate club and resort memberships
  • Assist with unconventional purchases such as airplanes or yachts
  • Coordinate car service chauffeur or boat captains as needed

Full Comprehensive Financial Review

Let us give you a second opinion on your financial life