Wealth Management For Affluent and Business Families

Sana Family Office helps business owners and affluent families navigate the complexities of wealth by offering a wide range of services including wealth management and multi family office services.

At Sana Family Office, we're more than just money managers. Yes, this is at the core of our business, but our clients want and need so much more.

Taking great care of your investments just scratches the surface. The real value is added in everything else we do.

We take the time to understand the goals and aspirations of our clients. Then, we put a plan in action to answer and resolve vital questions such as...

What’s the best way to transition my business?

How much do I need to retire?

How can I preserve my wealth and leave my legacy?

How can I minimize taxes?

How do I teach my children the value of money?

How do I protect my family from the unexpected?

Listen, Plan, Execute… Repeat. That is at the core of what we do

Two Scenarios Where Sana Family Office Can Help:

The Financial Needs of Your Affluent Family Requires In-Depth Planning.

Affluent families often have complex financial situations. Sana Family Office acts as your primary point of contact for all your financial needs. Our team of wealth planning, tax, and investment professionals work together to manage your portfolio, protect your assets, and ultimately be your trusted advisory team so your family can focus on what’s important.

Your Business Adds Layers of Complexity to Your Financial Situation.

We are business owners, and we understand business owners. Sana Family Office is incredibly well-equipped to advise not only on growing, managing your business, and other assets, but help you understand and manage the complexities of family and business.

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If you're interested in discovering if our Family Office is a fit for your family, we would like to connect with you.

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