Family Office

Having money or achieving affluence doesn’t make life’s challenges go away. In fact, sometimes the opposite is true—especially when it comes to family.

Meet those challenges head-on; enjoy your hard work and good fortune with less stress and more certainty about the future with Clark Nuber family office services. We go way beyond tax and accounting basics to include investment advisory, charitable planning, risk management and insurance planning, financial mentoring—whatever your individual situation requires.

With Clark Nuber, your family has a “CFO” to help you find answers to questions such as:

  • How should I evaluate the performance (pre- and post-tax) of my investments?
  • How should I structure my investments to balance ROI and my personal risk profile?
  • How will the next generation understand and handle their wealth?
  • How can I preserve more of my wealth for my family’s well-being after I’m gone?
  • How can I teach my family the basics of wealth management, including stocks, bonds, and hedge funds?
  • How can I leave a legacy to not only my children, but for many generations to come?

Clark Nuber’s goal is to become a trusted advisor to your family—someone you and your loved ones can turn to whenever financial challenges or opportunities arise.

Families like yours rely on our decades of expertise working with family businesses and, in many cases, private foundations. And, because we are not financially tied to any investment or insurance companies, we are a truly independent advocate for your family’s well-being.

Ready to talk?

Contact us to get the conversation started.