At Carrington, our mission is to provide custom solutions to organize your financial world, alleviate your tax burden, and ensure you have subject matter experts in your corner helping you create your best life. We specialize in helping successful people who need to simplify their increasingly complex financial world. Many of our clients are business owners, highly compensated executives, or families that have dual occupations. Our clients appreciate that they can call us for guidance in multiple areas of life. We become a trusted resource for all things financial. We’re here to help you organize your financial world and ultimately help with everything you need to turn your success into significance.
Founded in 2013, we serve as the financial quarterback for more than 100 families. We offer a wide range of family office services that include business consulting, estate planning, money management, risk management, and advanced tax planning. Our family office services include three core services: tax planning, risk mitigation, and money management. Typically, we start by reviewing your tax plan, and then move to risk mitigation and money management.
Specializing In:
Tax Planning
Carrington believes the greatest threat to your financial freedom is taxes. Our team specializes in strategies that reduce annual tax liabilities for families and business owners. If you want to reduce your tax liability, you’ll want to take advantage of our complimentary tax analysis. Our team will identify specific opportunities to reduce your tax liability and plan for better outcomes in the future.
Risk Mitigation
Our complimentary risk assessment will tell you whether or not you need insurance at this stage of your life. We specialize in helping high net worth individuals and families determine if their wealth is properly protected and how they can better safeguard the future of their families when the unexpected happens. If we discover that you have gapes in your protection, our team will design a plan to give you the right type of insurance with the right coverage, at the right price. Our risk management solutions provide peace of mind so that when the unexpected happens, you don’t have anything to worry about.
Money Management
When you reach a certain level of success, it can be difficult to keep up with all the details of your portfolio investments. You need professionals who watch it for you so you can remain free to keep your eyes on your business and the things that are important to you. Often, we find that imbedded fees clients aren’t aware of are dragging down their portfolio performance. Sometimes we find there has been risk creep over the years and their portfolio can now have excessive volatility that is out of alignment. Our team offers a complimentary assessment to determine how you might improve your portfolio performance with decreased risk and lower costs.