Built on relationships, just like your family
The most effective family offices are built on relationships, not transactions. At Rubach Wealth Family Office, the foundations for these relationships are set right from our first discovery meeting and reinforced continually as we progress to strategy development, implementation and results management.
We ask a lot of questions – including a few tough ones that have made some clients pause to contemplate – and get deep into matters of money, family, life and, yes, death. That’s how we gain the informed perspective that, combined with our expertise in wealth management, banking, insurance and law, allows us to provide the most appropriate advice and service for you and your family.
All the services you need, all in one place
Even the most brilliant strategists with the most talented team will fail if they can’t get all the players to move in tandem, each doing their part to move the plan forward. As your family office, we work with your existing advisors and engage other professionals to provide the services you need when you need them. While we assume a role of management and responsibility for integrating all your services, we do so with the utmost respect for everyone’s expertise.
