Galaxy Family Resources

Overview Advisor Structure Asset Management Client Assesssment Process Planning/Wealth Transfer Risk Management Mortgage Analysis Life Insurance Review Vehicle Analysis Other Planning

Eugene Miller Eric Philo, CFA

Plan of Action Economic Commentary

Wealth Advisor Structure

There are a number of business models that may be appropriate for you. These include brokerage, private banks, traditional asset managers, multi family offices, family offices or some combination of the above. Our professionals have experience in these various models and can make sure that your selection is best suited for your needs and is the most efficient as well. If it appears your current approach may not be the best, we can work with you to prepare and evaluate a formal Request for Proposal (RFP) that will make your advisor selection more objective.