The traditional family office provided family management services to a single wealthy family. The Lacoff family has always sought to serve those who share their values and not their account size. What this means is that Belpointe’s family office services are available to individuals and families whom we know and care for.
The services and resources we extend to you are the same ones we use for our own families. While the advice you will receive will be unique to your own circumstances, the solutions we provide are based on the experience of managing the wealth of our own families.
Belpointe’s family office services include family governance, financial, legal and planning. The financial advisory services: asset management, insurance, lending, bookkeeping and tax preparation. The legal services: trusts & estate, family law, corporate, securities, and real estate. The planning services: retirement, college, estate, business succession, philanthropy coordination and tax.
Belpointe plans for clients the same way it plans for our founding families. Therefore our planning skills cover everything from family finances to corporate law.
Belpointe’s entrepreneurial nature has taught us the importance of financial planning with the understanding that plans will change. Close relationships with our clients allow financial plans to adapt to an ever-changing environment.
Belpointe Asset Management, LLC was founded in Greenwich, CT in 2007. Greenwich is a hotbed for financial entrepreneurs and Belpointe benefits from this environment. Our strategists and portfolio managers work tirelessly to research, design, test, manage and constantly improve a wide range of investment strategies.
Belpointe will identify and offer risk management solutions for your property, personal and private interests.
Insurance solutions offered during the financial planning process or upon request include: life, property and causality, disability and long term care.
Insurance products and advice are offered through Belpointe Insurance, LLC and Belpointe Specialty Insurance, LLC.