Family Office Services

Solutions for Families with Financial Complexity

For families managing multiple accounts, entities, real estate, business interests, trusts, and planning relationships, the coordination required goes beyond what a standard financial plan provides. Helium Advisors offers a family office-style approach designed to bring order, visibility, and strategy to more complex household balance sheets.

Consolidated Reporting

We provide aggregated reporting across investment accounts, held-away assets, business interests, and other holdings, so you have a single clear picture of your full financial position rather than disconnected statements from multiple custodians and institutions.

Family Mission Statement & Meeting Coordination

For families managing wealth across generations, we help facilitate productive family financial conversations, including the development of family mission statements and governance frameworks that keep communication open and priorities aligned.

Trust & Estate Planning Coordination

We help clients coordinate their trust and estate structures with their investment and planning strategy, working alongside estate attorneys to ensure legal documents and financial plans tell the same story.

Charitable Guidance

We help families think through charitable intent as part of the broader financial and legacy plan, including donor-advised funds, charitable trusts, and gifting strategies that align tax efficiency with philanthropic goals.

Family Educational Services

Preparing the next generation to be responsible stewards of family wealth is one of the most underinvested parts of legacy planning. We support next-generation financial education through age-appropriate planning conversations and resources.

Accounting and Administration Support

For qualifying households, we provide coordination of back-office administrative support, including document management, bill coordination, and liaison with external accounting and legal professionals.