Family Office Services
We offer a suite of services to streamline your family’s financial, legal, and administrative needs, coordinating with your advisors to ensure all aspects of your wealth are managed with precision and care.
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Condor Capital Wealth Management also offers family office services separately for existing clients to simplify their day-to-day affairs. To streamline the logistics of financial and tax-related matters, Condor Capital offers multiple tiers of services based on what your family needs, and our team can assist you in managing all your personal affairs.
To ensure that no matter remains unaddressed, Condor can also work closely with other representatives for your family, such as attorneys and accountants.
How We Can Help
Accounting & Bookkeeping
We can present collated financials to identify where the most money is being spent in order to help manage your budget. This can help ensure all taxes are being paid accordingly, and we track all relevant documents, so you never have to worry about organizing them yourself.
Our Services Include:
- Bill Pay: We handle payments for ongoing expenses within your household, ensuring everything is managed on time.
- Credit Management: By monitoring your credit cards, we help you avoid fraudulent charges and address them immediately.
"Managing your finances shouldn't be a burden. Let us handle the details so you can focus on what matters most."
Real Estate
Condor Capital Real Estate assists with property acquisition, mortgage refinancing, property management, and valuation research. We invest in private real estate deals throughout the country, focusing on high-conviction locations that are part of favorable secular trends.
"Your trusted partner in navigating the real estate landscape."
Legal Affairs
We interface with your attorney on your behalf to ensure that all legal matters are handled properly.
"Ensuring your legal matters are in expert hands."
Advisory and Consultation
Research & Analysis
We compile all the information you need to make informed decisions, handling research and interviewing prospective services for you.
Consultation with Third Parties
Acting as your liaison, we ensure all communications with other services are handled efficiently and effectively.
Travel Arrangements
We handle the logistics of planning and arranging your vacation, from transportation to activities.
"Experience stress-free travel planning."
Other Personal Matters
Let us assist with any personal or household needs you may have—you don't have to handle it alone.