Windsor Advisory Group LLC
Experienced guidance for every aspect of your complex financial life.
4.0
Windsor Advisory Group offers comprehensive family office services with a dedicated team and holistic strategy tailored to unique client needs.
About
Founded in 2002, Windsor Advisory Group is an investment advisory firm specializing in family office services for highly successful individuals and families. With a collaborative team of advisors and a long-standing network, Windsor offers experienced guidance across all wealth management disciplines, emphasizing trust, transparency, and integrity.
The firm provides tailored solutions for asset management, mission-aligned strategy development, family financial support, accounting and reporting, tax planning, estate planning, risk management, and philanthropic endeavors. Windsor's approach prioritizes the preservation of assets by mitigating risks from taxes, inflation, and emotional decisions, ensuring clients' wealth is managed in fulfilling ways.
Services
Asset Management
Creates and implements goal-aligned investment strategies, identifying unique opportunities and leveraging a network for significant financial transactions.
Mission Aligned Strategy Development, Planning and Oversight
Facilitates strategy development, coaching, and ongoing refinement to adapt to evolving client circumstances.
Family Financial Support and Education
Coordinates family meetings, consults on personal financial plans, and integrates individual plans with the broader family plan.
Accounting and Reporting
Provides comprehensive financial reporting, quarterly balance sheets, monthly reporting, and ongoing cash management forecasting.
Tax Planning and Compliance
Reviews tax returns, evaluates tax-efficient solutions for various transactions, and advises on tax issues.
Estate Planning and Management of Structures
Maintains comprehensive summaries of estate structures, prepares estate projections, and advises on future planning opportunities.
Credentials & Certifications
Reviews
