THERESA HORIZONWAVE LLC
Family office Solutions
Enjoy a richer life
Our comprehensive family office solutions are designed to help you enjoy your wealth and life more fully.
Our family office solutions
tax
Holistic tax planning and management to help reduce or eliminate the effects of taxes.
Have confidence in
Enjoy simplicity, protection, duration and tax treatment through trust and trustee services.
Wealth transfer
Protect your loved ones, manage family dynamics and ensure values are passed on.
Values-aligned investing
Invest with impact through bespoke investment strategies aligned with your social, cultural, ethical, family and other values.
Personal CFO
Receive high-touch support for financial management, accounting, reporting and bill pay from a dedicated team of experienced professionals.
Concierge services
In some instances, we are able to leverage our relationships, scale and vast resources to provide distinct solutions to truly unique requests.