Helping high performing families reach higher.

Warren Averett Family Office manages your investment portfolio, estate planning, real estate, staff and other provisions for you and your family. We are your family’s CFO—coordinating your day-to-day accounting, payroll, taxes, bill payment, charitable giving and succession planning. The more we do for you, the more time you gain to pursue your passions and interests, and the less you have to worry about. Advising on assets in excess of $1.7 billion, Warren Averett Asset Management is a smart family office choice for smart families. We are affiliated with Warren Averett, one of the largest CPA and Advisory firms in the Southeast. We are able to leverage a wealth of tax and financial services experience to provide unique solutions to meet your family’s needs.

WHY WE SERVE
With one team, you can protect your wealth through comprehensive planning and risk management, make an impact through philanthropy planning, live life to the fullest with a personal financial team behind you, and leave a legacy through family education, estate and  succession planning. An old proverb says that there are but three generations from shirt-sleeves to shirt-sleeves. Research suggests that for the overwhelming majority of families with a net worth in excess of $25 million, their wealth is consumed before the third generation receives its benefit. Whether your family’s wealth is derived from a significant liquidity event, through generational wealth building or as a result of an ultra-high earner (professional athlete, corporate executive, etc.), Warren Averett Family Office aims to educate future generations and design a plan that will have a lasting impact.

HOW WE DELIVER
Your dedicated Warren Averett Family Office team includes at least two senior advisors and a family coordinator. Our team coordinates the delivery of customized services—calling on team members from Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) to Certified Public Accountants (CPA) and attorneys (JD). We have only a select number of Family Office clients, so that we can provide each client highly personalized attention.

SERVICES INCLUDE (but are not limited to)

  • Asset Management
  • Estate, Tax & Financial Planning
  • Client Education & Family Meetings
  • Philanthropy Planning
  • Concierge Services
  • Cash Flow Management & Recordkeeping
  • Risk Management Review

Please click the “Related Professionals” link for a listing of our Family Office advisors.

Please Note: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.