Helping high performing families reach higher

Warren Averett Family Office manages your investments, estate planning, real estate, staff and arrangements 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.

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.

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, Warren Averett Family Office aims to educate future generations and design a plan that will have a lasting impact.

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 visit the Warren Averett Asset Management website for additional information on our team and services.