How We Guide You from Uncertainty to Financial Confidence
In-depth analysis leading to a transparent view on how to achieve your desired financial outcomes.
Get StartedOur process
Your Family Office
At Brandywine Oak Private Wealth, we use a thorough five-step process to develop and implement planning strategies that address your family’s unique financial needs. This approach allows us to carefully consider and manage every aspect of your financial life.
Learn
Discover
Evaluate
Implement
Review
Step 1: Learn
We start by introducing you to our firm, the services we provide wealthy families, and what you can expect as a Brandywine Oak Private Wealth client. We will have you complete a preliminary questionnaire to better understand your financial situation.
Step by step
The five steps, in detail
Step 1
Learn
We start by introducing you to our firm, the services we provide wealthy families, and what you can expect as a Brandywine Oak Private Wealth client. We will have you complete a preliminary questionnaire to better understand your financial situation.
Step 2
Discover
During our first meeting we will get to know you and understand your financial priorities and concerns. Our team will gather all relevant information needed to analyze your financial situation. This includes statements, tax returns, investments, insurance policies, and estate planning considerations.
Step 3
Evaluate
We will apply decades of experience and the wisdom we have garnered from working with other successful wealthy families to evaluate your financial situation.
We aim to help you answer the following questions:
- Am I overpaying in taxes?
- Can I afford retirement, or perhaps accelerate certain goals such as charitable giving and family gifting?
- Can I eliminate or minimize financial blind spots?
- How can I improve my investment portfolio?
Step 4
Implement
Once your Family Wealth Plan is finalized and agreed upon, we will create your personalized transition roadmap; a before and after visual illustrating the consolidation and implementation of the recommended strategies.
Step 5
Review
We will meet at least semi-annually for a full family wealth review covering what is important to you, as well as a specific theme such as estate planning, philanthropic giving, and ongoing tax and investment education. In between reviews, we will keep you informed through webinars, educational videos, and exclusive private client events. Your private wealth team will be available 24/7 to assist with all questions or concerns.
“Families come to us to alleviate financial stress from their lives so they can focus on what matters most to them. That’s our number-one priority.”
Michael Henley | Founder & Chief Executive Officer (CEO)
Get Started