FAMILY OFFICE

re-Imagined


OUR CLIENTS

We are an innovative, multi-faceted Family Office Firm uniquely
qualified to serve the diverse demands of our high-net-worth clients.

BUSINESS OWNERS & EXECUTIVES

Greater insight as to the Tax implications of multiple businesses, sources of active and passive incomes, & Real Estate holdings.


ATHLETES, ENTERTAINERS & CELEBRITIES

You demand a teammate in your corner that provides proactive and comprehensive Tax strategy, structure, and efficient alternative investments.

SINGLE, MULTI & RE FAMILY OFFICE

You wish to focus on the Assets Under Management and the Investment side of the Families your Family Office is established to support.

X’s & O’s OF TAX

Our playbook is simple.
Help our clients preserve their wealth through best-in-class tax strategies
and work with their trusted investment advisors and insurance providers
to maximize wealth accumulation and protection.


OUR GAME PLAN

  • We are an unrivaled specialty Tax resources and talent
  • We Partner with and oversight the very best in Insurance, Legal, Wealth Advisors, Agents and Alternative Investments
  • We build a world-class team to execute and deliver
  • We provide our clients unprecedented Access to one another, building long term and mutually rewarding relationships

"Pro-active Tax Planning, sophisticated Tax Structures and access to Tax Efficient alternative investments are the foundation for long-term wealth preservation and accumulation.  Everything sound and sustaining builds from here."

JULIO GONZALEZ
ENGINEERED FAMILY OFFICE — FOUNDER & CEO


CORE SERVICES

TAX CONSULTING & COMPLIANCE

FORENSIC ACCOUNTING & REPORTING

COST SEGREGATION & TAX CREDITS

INDEPENDENT INSURANCE REVIEW

SUPPORT INVESTMENT PERFORMANCE

TAX EFFICIENT ALTERNATIVES

WILLS, TRUSTS, ESTATE & LEGAL AGREEMENTS

LEGACY, AUDITS & FOUNDATION STRUCTURE

PERSONAL "C" SUITE

PEER TO PEER NETWORKING

INTERNSHIPS & EXTERNSHIPS

POLITICAL CONSULTING & LOBBYING

TAX FACTORS THAT CONTRIBUTE TO
LOSS IN WEALTH:

20%
Missed tax deductions

20%
Poor tax structuring

60%
Tax alternative missed opportunities

1,000,000,000

$ Monthly Tax Savings across all EFO clients

5,000,000

$ Taxes overpaid by non-EFO Client Athletes

OUR PARTNERS

Our clients expect the very best in their respective disciplines.  We partner with and provide oversight to industry leading Insurance, Legal, Wealth Advisors, Agents and Alternative Investments providers.

Insurance

Insurance is just as essential and impactful as any other investment in your portfolio.

The very best providers stress that securing Insurance is not a one time event, but rather a process that requires consistent review and modification.  To protect yourself, your family and your earning power, as well as preserve your wealth, requires strategic use and leverage of creative and tested Insurance solutions.

Engineered Family Office provides independent Audit of policies and introductions to our leading Insurance professionals and solutions that anticipate changes in income and exposure, manage risk, support foundations and serve as optimal instruments in the transfer of wealth to future generations.

Legal

It is usually the small things, the unnoticed, or the overlooked that creates the biggest and most costly legal problems.

Property rental agreements, structuring businesses or charitable foundations with friends and family members, employment arrangement with part-time help or personal assistants, and so much more, are often sources of exposures unknown.

Engineered Family Office is there to support our clients primary corporate counsel, family lawyer, Agent negotiating contracts and endorsements, and Foundations.  We provide the independent review of legal agreements, particularly in our expertise of Real Estate, Crises Prevention and Management and access to our trusted community of the best legal talent for elite clients.

Agent

The success of agents and player representatives directly ties to their ability to negotiate contracts, identify and secure endorsement opportunities, building their clients brand, and successful marketing campaigns.

Unfortunately, they can’t do it all.  Several essential areas go unaddressed.

Engineered Family Office is the agents trusted teammate in insuring their clients are getting the very best in Proactive Tax services and structures, independent oversight, philanthropy support, and personal business expansion through access to high quality relationships.

Wealth Advisor

The Investment and Wealth Advisors all recognize the significance of exceptional Tax strategies, structures and efficiencies to preserving wealth.

Income retained becomes additional capital preserved for investment purposes.

A Family Office is ideal to support the diverse demands and requirements of High Net Worth clients, but most are Registered Investment Advisors themselves and competition for Assets Under Management.

We are NOT Registered Investment Advisors.  We don’t intend to be.

Engineered Family Offices serves as strategic partners to the very best Wealth Advisors in delivering the advanced Tax work, along with the support and guidance for asset building through their client’s Foundation investment base for lifelong income.

Alternative Investments

Tax efficient Alternative Investments are cornerstones to comprehensive Tax strategies and the preservation of
wealth.

Sophisticated and time-tested insurance solutions, Oil & Gas, Conservation, Historical, Urban and Low-Income Housing, Social Impact investments, and more backed by cost-segregation studies, R&D credits and advanced research.

But not all Alternative Investments are created equal.

Engineered Family Office has both the experience and strategic relationships in Tax efficient investments solutions for all our clients and Partner community.


UNPRECEDENTED ACCESS

When you become a member of our Family Office, you become a member to our community of clients and professional relationships.  We facilitate the opportunity to build long-term and mutually rewarding relationships to preserve wealth and identify extraordinary opportunities.



NETWORK = NET WORTH

Your network is your net worth. It is truer today than it has ever been.

Engineered Family Office provides unprecedented access to connecting and meeting CEO’s of the largest corporations, owners and executives of Billionaire Family operations, leading Real Estate developers, innovators in Social Impact and entrepreneurial endeavors, Professional Athletes and Celebrities, and Political leaders and influencers.