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Family Office Services

Clients with more than $10 million in assets under the management of Alpen Partners can take advantage of our family office services, similar to what large multi-billion-dollar families typically receive through their own family offices. Whether you need help preparing for the future, managing the wealth you have now, or personal matters, our team is equipped to help every step of the way.

Wealth Management

We are more than an asset manager

Alpen Partners offers a full range of family office management services:

Getting Ready for the Future

Our high net worth clients have worked hard to grow their wealth. We want to ensure they are prepared for their future. Alpen Partners can provide a range of services offer services including:

Family Governance
Next Generation Education
Retirement Planning
Estate Planning

Managing Your Current Wealth

Not only will we prepare you for the future. Our team can assist you in any matters involving your current wealth to make sure all of your future plans become a reality. Alpen Partners can assist in these services and much more:

Portfolio management and monitoring
Financial planning
Risk management
Asset protection
Philanthropy

Getting Ready for the Future

Beyond financial services, Alpen Partners works with our clients to provide a wide range of personal services. Concierge services include all services that will make the life of our clients easier: