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Family Office, Business and Foundation Services

Family Services USI Kibble & Prentice provides a proactive wealth management approach for families and the family offices who serve them. Our experts can address the full complement of your family’s wide-ranging needs in the areas of personal and family risk management and insurance.

SERVING THE UNIQUE DEMANDS OF FAMILIES AND THEIR BUSINESSES

Your family office, business or foundation presents a special complex of demands. There are a host of legal, tax and financial issues that affluent families must carefully address. And each family organization has its own specific structure, aims, responsibilities and risks.

USI Kibble & Prentice has been a trusted advisor to individuals, families and private businesses for more than 35 years. We understand the unique challenges that your family organization faces. Our team of expert financial professionals provides sophisticated, integrated solutions that manage risk and provide opportunities for growth.

A WEALTH OF PLANNING SERVICES AND STRATEGIES

Whatever the scope of your concerns, USI Kibble & Prentice’s specialist advisors can advise your family on:

INSURING YOUR FAMILY’S LEGACY

USI Kibble & Prentice offers comprehensive insurance brokerage services, and a team of specialists in analyzing risks, developing risk management strategies and providing for future contingencies. Our consultants can advise you on:

We utilize proprietary insurance products and work with family businesses to provide access to the best and most cost-efficient carriers for the coverages required.

FACILITATING DEVELOPMENT AND CHANGE

USI Kibble & Prentice understands the structural demands that multi-generational family organizations face. We work with a number of consultants who specialize in training board members and directors, ‘change’ facilitators who provide counsel to executives and businesses, and specialists in governance design and evaluation for family offices and councils.

Over decades of working with family businesses, we have developed strong relationships with specialists in estate planning, business succession, mergers and acquisitions and recapitalization strategies. We can also recommend the services of consultants who advise on communication and relationship management within family firms, developing intellectual capital and management coaching.


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