Your wealth became a business. We’re the team that runs it.

After selling your business, you need a trustworthy team to manage the daily operations of your new asset management company. Our team can lead the transition, oversee your assets, and preserve the impact of your wealth.

Manage Your New Asset Management Business

You’ve built teams your whole life, let us take away the operational burdens, and empower you to enjoy what you’ve built.

Past a certain size and complexity, a family needs what every business needs: a CEO to help define and set the overall strategy and vision for the family, a COO to manage day-to-day operations, a CFO for tax and cash flow planning, a general counsel for estate and asset protection.

Red Door’s multi-family office puts all these services under one roof — one coordinated team, one plan, one consolidated view of everything you own.

Our family office services provide a shared platform of CFA® charterholders, CPAs, CFP® professionals, and J.D.s, with deep subject matter expertise across every discipline — at a fraction of the cost of building it from scratch, and with zero employees on your payroll.

Your team will bring the resources you need to preserve what you’ve built, live out your ideals, and shape a legacy that lasts.

Designed for families with $25 million or more in assets.

Asset Management

  • Design the family’s investment policy statement (“IPS”)
  • Customized asset allocation across equities, fixed income, and alternatives (private credit, hedge funds, private equity, real estate, etc.)
  • Optimize cash flows, tax efficiency, liquidity, reinvestment, and rebalancing
  • Customized reporting and analytics
  • Independent analysis & modeling of any private investment the family is considering

Tax & Accounting

  • Tax planning and consulting: personal, corporate, estate
  • Preparation and filing of all personal and corporate tax returns
  • Quarterly tax estimates and timely IRS filings
  • General accounting and bookkeeping
  • Payroll management – salaries and benefits processed through our bill pay team
  • QuickBooks technology, consulting, and ongoing review

Legal Services

  • Estate Planning and consulting
  • Preparation and execution of wills, living wills, powers of attorney, and trusts
  • Advanced planning: business transactions, next-gen transfers, intra-family loans
  • Charitable Planning: annual gifting, donor-advised funds, family foundations
  • Ongoing review of asset protection and creditor liability exposure

Family Office Support

  • Consolidated reporting: balances, cash flow, and gain/loss tracked across all entities
  • Bill Pay and Cash Flow – bill pay, capital calls, distributions, and taxes – coordinated
  • Entity oversight – membership, EINs, annual filings, etc.

Concierge Services

  • Red Door Travel - custom itineraries, exclusive accommodations, insider access, seamless, white-glove planning
  • Hands-on help with the family’s unique needs – from household logistics to one-off projects
  • A named, dedicated team that knows your family, your preferences, and how you like things done

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