MEMBER FIRMS
Who We Serve
Family OfficesThe A.I.D. Group provides you dedicated staff to ensure your hard work is preserved for future generations, and that they are well prepared to prosper from your legacy.
Financial Freedom
Live Your Dreams and Thoughtfully Consider Your Legacy
Families of wealth, whether created or inherited, have ongoing responsibilities to steward the wealth for future generations. Within every story the fact remains that wealth requires management of both numbers and people. We think of this as operating a financial company, and it creates new demands on you and your family.
Services
We Understand The Dynamics of A Family Office
INCOME & ESTATE TAX PLANNING
– Succession Planning
– Education/Next Generation Planning
– Domestic & Non – U.S. Resident Considerations
Business Services
– Payroll & Bill Pay
– Business Valuation
– Qualified Retirement Plans
– Remote CFO Services
– Business Succession Planning
Financial & Insurance Services
– Strategic Investment & Portfolio Management
– Alternative Investment Management
– Private Equity
– Domestic & Non – U.S. Life Insurance
– PPLI & PPVA
Real Estate Management
– Structuring Acquisitions & Sales
– Managing Receipts, Costs, Maintenance & Insurances
– Cost Segregation
Charity & PhilantHRopy
– Gifting Solutions
– Charitable Services
– Foundations
– Wealth Transfer
Family Governance
– Family Council
– Multi-Generational Monitoring
– The “Family Bank”
– Legacy Planning
Specific Asset Management
– Art & Jewelry Collections
– Yachts & Planes
– Specialized Legal Services
– Elite Concierge Services
Accounting, Tax & Compliance
– IRS Representation
– Accounting Services
Tax Preparation & Consulting
– Audit & Review
The A.I.D. Group and Alliance Global Partners do not provide legal, tax or accounting advice or services. Please consult your legal advisor regarding your specific situation.
Not all services referenced are available through Alliance Global Partners and are offered through an unaffiliated third party.
INCOME & ESTATE TAX PLANNING
– Succession Planning
– Education/Next Generation Planning
– Domestic & Non – U.S. Resident Considerations
Business Services
– Payroll & Bill Pay
– Business Valuation
– Qualified Retirement Plans
– Remote CFO Services
– Business Succession Planning
Financial & Insurance Services
– Strategic Investment & Portfolio Management
– Alternative Investment Management
– Private Equity
– Domestic & Non – U.S. Life Insurance
– PPLI & PPVA
Real Estate Management
– Structuring Acquisitions & Sales
– Managing Receipts, Costs, Maintenance & Insurances
– Cost Segregation
Charity & Philantrhopy
– Gifting Solutions
– Charitable Services
– Foundations
– Wealth Transfer
Family Governance
– Family Council
– Multi-Generational Monitoring
– The “Family Bank”
– Legacy Planning
Specific Asset Management
– Art & Jewelry Collections
– Yachts & Planes
– Specialized Legal Services
– Elite Concierge Services
Accounting, Tax & Compliance
– IRS Representation
– Accounting Services
Tax Preparation & Consulting
– Audit & Review
The A.I.D. Group and Alliance Global Partners do not provide legal, tax or accounting advice or services. Please consult your legal advisor regarding your specific situation.
Not all services referenced are available through Alliance Global Partners and are offered through an unaffiliated third party.
You’ve earned the privilege to spend time creating special moments to deepen and enrich your family’s story, and our family office gives you the freedom to do so. We take a comprehensive approach and design a strategy that complements your family’s unique needs.
Strength In Numbers
Everyone Can Move Forward Together
The “business of the family” can stir-up emotions and raise issues among family members that are difficult to manage. Our team specializes in facilitating meetings and conversations to help family members with differing views and opinions find common ground so everyone can move forward together.
We help clients pursue life goals as well as financial objectives. A family’s legacy is measured more by its values and the inclusion of each generation than by its material wealth. The end goal is a unified family, aligned by common principals and vision. The A.I.D. Group helps you get “there”.
Get In Touch
2101 NW Corporate Blvd, Suite 211
Boca Raton, FL 33431
888.667.4750
info@theaidgrp.com
© 2023 A.I.D. Wealth Management, All rights reserved.
Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.
Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.
The A.I.D. Group is not a registered broker-dealer. The A.I.D. Group and AGP are independent and not affiliated entities.
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Business Continuity Planning Summary & Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.