Independent. Flexible. Accessible.

Libertà Family Office Services offers freedom from the hassles of daily financial management, allowing you to spend more time doing what is important to you and your family.

Functioning as your family office and serving as your central financial contact, we work with your advisor network to ensure that you are securely positioned financially. Libertà offers a wide range of services to best fit your needs. Select as few, or as many, of our services as you need including financial planning, tax preparation, estate planning, cash management, small business services and routine administrative tasks such as meeting coordination, financial inventories, account set-up and statement reconciliation.

Libertà professionals offer you more than 50 years of combined experience working with wealthy clients. We are unwavering in our commitment to client service and confidentiality. We offer our clients the independence, flexibility and accessibility that is lacking today in many large financial institutions.

We work to earn your trust and are committed to building a lasting relationship with you, your business and your family.