Fortify your Finances
The Wealth Battle Family Office of Experts combines five key disciplines for effective joint operations to Fortify your finances
Wealth Management Services
Risk Mitigation
Business Advisory
Legal Services
Tax Planning
Do you have significant income or capital gains tax? do you have complicated business structures?
Discover your path to financial victory.
What is a fractional family office?
Five Pillars - Fractional Family Office
Wealth Management Services
Investment accounts, retirement accounts, 529 Plans.
Tax Planning
Mitigate tax liability
Risk Mitigation
Strategically reduce personal and business risk
Legal Services
Legal documents supporting families and businesses
Business Advisory
Key Performance Indicators, Company Culture, Leadership Style, Strategic Goals, Succession Planning, etc.
We often have a team of professionals helping us in our personal and business lives, but each member is working independently and operating from a limited perspective.
Abundance requires a proactive and holistic approach designed and implemented by a cohesive team, leveraging each others’ expertise, and in communication with each other.
Wealth Battle Family Office fosters collaborative financial planning to devise the best outcome for individual clients.
Using the 5 pillars of the fractional family office
Assess
Prioritize
Execute
