Family Office Services

Having worked with a multitude of families, we have learned that money can be as much a problem as a benefit. Families need guidance beyond the basics of which stock to buy or how to design a portfolio. The greatest threats to one’s wealth are often unforeseen challenges. Utilizing sound estate and tax planning, back-office administrative support, CFO services with aggregated reporting for various holdings, legacy strategies, and younger generation education, Helium strives to help our families achieve all of their goals. 

• Consolidated Reporting

• Family Mission Statement And Meeting Coordination

• Trust & Estate Planning

• Charitable Guidance

• Family Educational Services

• Accounting And Administration Support