Family Offices

We help preserve and grow your family’s wealth by providing structure and leadership to accomplish your goals.

Holistic Financial Counsel For Family Offices

Running a family office requires navigating complex issues, taking into account the needs of individuals while counseling your family as a whole. Rigby Financial Group is your trusted business and financial advisor, offering high-level financial and tax strategies to support your office and its operations. These services are personally tailored to meet your family’s needs and long-term goals.

We specialize in helping family offices with:

Long-horizon financial and strategic plans, reflecting your values and goals.

Clarity across diverse holdings, such as real estate, operational business concerns, investment portfolios, digital assets, private equity, alternative investments, and more.

Minimizing tax liabilities via carefully refined custom-tailored tax planning strategies and entity structuring.

Taking advantage of opportunities to advance the family legacy.

Establishing office governance structures to support both decision-making and family harmony.

Financial reporting and oversight.

Assistance with family office accounting.

Succession and estate planning for family-owned businesses.

Rigby Financial Group is your trusted business and financial advisor, helping you sustain and grow your family legacy, today, tomorrow, and for generations to come.

For convenience, we provide our services remotely, allowing you to access financial guidance and support from anywhere.

Customer Success Stories

Services Tailored To
Family Offices

Contact Us To Get Started

Have a question? or just want to refer a friend? Send us a message!

Phone Number

Toll Free: (866) 690-4961
Tel: (504) 586-3050

Office Address

Rigby Financial Group

715 Girod Street, Suite 200

New Orleans, LA 70130

Email Address

Send us an email, and we’ll get back to you within 24 hours.

Contact Us To Get Started

Have a question? or just want to refer a friend? Send us a message!

Email Address

Send us an email, and we’ll get back to you within 24 hours.

Phone Number

Toll Free: (866) 690-4961
Tel: (504) 586-3050

Office Address

Rigby Financial Group

715 Girod Street, Suite 200

New Orleans, LA 70130

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