Your Full-Service Accounting + Business Growth Advisory Partner

Family Office Services

Investment Advisory Services provided by Wiss Private Client Advisors


Your Private CFO, CIO and Financial Concierge

Wiss Family Office is a financial advisory boutique, curating solutions for all issues related to your family and the complexity that wealth brings with it. We are dedicated to working with family business owners, entrepreneurs and executives – in short, innovators - and their families to provide fully integrated solutions that:

  • Address the financial complexities that come with wealth
  • Protect lifestyles throughout economic cycles
  • Help grow our clients’ wealth beyond liabilities, taxes, and inflation

“With Risk Management as the crux of our business, we create custom financial strategies integrated with tax planning to simplify the complexity created by wealth across generations.”

Stephanie Hughes, Chief Executive Officer of Wiss Private Client Advisors

Comprehensive Range of Services


Our clients benefit from the combined expertise of Wiss & Company LLP and Wiss Private Client Advisors - acting as Chief Financial Officer and Chief Investment Officer across all seasons of their lives and varying business cycles.

*Wiss Private Client Advisors' Wealth Management services are offered alongside and in coordination with the services of Wiss & Company, LLP. 

Why Wiss Family Office


Fiduciary Relationship--First and Foremost 

As a registered investment advisor, as opposed to a brokerage firm, we do not represent any specific investment products, nor do we benefit from third party investment revenue sharing. We earn an asset management fee. 

Our focus is your long term goals...however you define them 

Over the years, we have learned from our clients that the key to every successful wealth creator was their ability to embrace the future, focus on the details and execute with unwavering discipline. We apply those same principles when working with you and your family.

Our approach is proactive. We listen. We probe

  1. We distill all the elements that makeup and impact your financial, professional and family situations, from your assets, liabilities and cash flows to the taxes and inflation that can erode your wealth.
  2. We develop and implement a fully integrated wealth management plan and comprehensive and risk-balanced investment strategy. Our goal is to create a secure future for you…however you define it.
  3. We continually stress test our plan for black swan events to make sure it is robust enough to endure market cycles. Effective wealth management is a dynamic and continuous process

As your trusted partner and advisor, we systematically revisit and adjust your plan to reflect any planned or unforeseen changes in your life. 

Our Institutional Expertise and Philosophy: Your Distinct Advantage


We understand the institutional flows and multi-asset dynamics driving markets and volatility from our first-hand experiences at some of the world’s most innovative financial firms. Today our success depends on our ability to identify, assess and manage risks for your family in the context of the bespoke financial plan we have partnered with you to create. We take a long-term institutional approach to risk management and partner with some of the best institutional managers in each asset class that the world has to offer to create portfolios in order to protect and grow your hard-earned wealth and reach your long-term goals.

Legal Disclaimer

Wiss Private Client Advisors, LLC ("Wiss") is a Registered Investment Advisor. Wiss provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC or a state does not imply a certain level of skill or training. PLEASE READ THESE TERMS OF USE CAREFULLY. By accessing and using this Site, you acknowledge that you have read, understand, and agree to be bound by all of the terms and conditions set forth below. We reserve the right to amend these terms of use from time to time by posting the amended terms on this Site.

Proprietary papers and writings are the opinions of Wiss. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Wiss does not guarantee their timeliness or accuracy.

NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES

All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinions expressed on this Site constitutes an offer by Wiss to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases.

COPYRIGHTS

The content of the Wiss website on the Internet are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

LINKS TO THIRD PARTY WEBSITES

This Site may contain links to other websites, including links to the websites of companies that provide related information, products and services. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Wiss. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Wiss does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Wiss.

THIRD PARTY  RANKINGS

Third party rankings and recognition from rating services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the advisor, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition. 

OUR RIGHTS IN THIS SITE

Wiss and/or our suppliers reserve all right, title and interest in and to this Site and all materials, information, and compilations of information available on or through this Site, as well as the domain name, design, layout, and "look and feel" of this Site, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Wiss.

DISCLAIMER OF REPRESENTATIONS AND WARRANTIES 

THIS SITE IS PROVIDED ON AN "AS IS"; AND "AS AVAILABLE"; BASIS. WISS MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS SITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS SITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS SITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS SITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.

CONTACTING US

If you have questions about these terms of use, the content of this website, or to obtain a copy of our Disclosure Document or Privacy Policy, please contact:

Wiss Private Client Advisors, LLC

Attention: Chief Compliance Officer

354 Eisenhower Parkway, Suite 1850

Livingston, NJ 07039

973-577-2529

Our Expertise

Our Private Client Services

  • Multigenerational Financial Planning
  • Personal Balance Sheet & Cash Flow Advisory
  • Asset Protection Advisory
  • Investment Management
  • Philanthropic Advisory
  • Family Meeting Facilitation and Wealth Education through Wiss Family Institute
Types of Family Office Services
Wealth Management*

We provide custom financial strategies that integrate with tax planning--simplifying the complexity created by significant wealth across generations.

*Investment advisory services provided by Wiss Private Client Advisors.

 

Trust & Estate Services

Our Trust & Estate Services professionals provide guidance on estate, gift and income tax planning.  We work with our clients to develop an overall plan to protect their assets and achieve their objectives for both the short term and for future generations.

Outsourced Accounting & Concierge Service

Comprehensive back-office support with real time data and financial visibility.

 

Risk Management and Asset Protection

We help protect families and businesses against elements they cannot control such as lawsuit, death, sickness, market volatility and taxes.

How can our Family Office team help you today?


Carolyn Hall*

CPA, MBA

Arfa Scott*

JD

*Services provided through Wiss & Company LLP






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