Innovative Family Office provides family office services designed to help families coordinate their wealth. These services include information management, estate planning, tax planning, financial planning, philanthropic planning, education, trust administration assistance, consolidated reporting, asset protection, and liability risk management. Innovative Family Office also offers portfolio management services on a discretionary basis, customizing investment portfolios to align with client risk tolerance and investment objectives. They may recommend investments in affiliated and unaffiliated pooled investment vehicles.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.50% of assets under management. The firm may also negotiate other fee schedules, such as an annual fixed fee or a tiered fee schedule. For all investments in Unaffiliated Private Funds, the management fee is set at a flat rate of 1.00% of assets under management.