Family Office Services

SIMA Wealth Partners > Our Services > Family Office Services
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Family Office Services

As an ancillary service available to high net worth Investment Advisory clients, SIMA provides Family Office Services that include Strategic Planning & Preparation of Personal Income Tax Return, Liquidity Maintenance & Management (between personal and investment accounts), Personal Accounting and Bill Payment Services, Review of Estate Planning Documents, Attendance at Required Meetings and Review of the Titling of Assets, and Bank Account Reconciliation.

 

The Family Office fee of 10 basis points is billed on a quarterly basis in advance based on the market value of assets.

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SIMA is headquartered in Richmond, VA and serves clients throughout the country

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SIMA features a boutique wealth management firm in addition to SIMA Financial Group, SIMA Accounting Group, SIMA Benefits Consulting Group, and SIMA Payroll Services.

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As your financial quarterback, we bring together investment, business, financial planning, legal, and tax specialists to address your needs, answer your questions, and help guide your decision making.

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