Directing a wealthy family’s balance sheet has many parallels to running a business. The “family office” needs the right organizational structure, systems, skilled and credentialed personnel, along with comprehensive reporting and analytics.

Single-family offices are typically constructed to provide a deep set of customized financial and concierge services to meet the complex needs of a family and their generational wealth. Because of the cost associated with running these ultra high-touch and in depth services only those with the highest level of wealth can afford a true single-family office.

Drive Wealth Advisers provides multi-family office services delivering an experience for families whose wealth requires far more sophistication and attention than what a typical financial advisory firm provides, at a fraction of what a single-family office costs.