Family Office RIA offers tax efficient strategies through our two investment platforms, Pan Global Advisors and TEAMS Solutions
Pan Global Advisers is a investment
platform focused on delivering investment
alpha through its manager
selection, asset allocation, and the
access to unique alternative investments
such as private credit, private
equity, hedge funds, private and public
real estate and other strategies.
Tax Efficient Asset Management
Solutions is focused on generating tax
alpha. We accomplish this by focusing
optimizing the investment structure
(setting up various types of trusts),
focusing on generating qualified dividends, return of capital and long
term capital gains.
Solutions for Over 40 Years
Family Office RIA is not registered as an investment adviser in any jurisdiction. Family Office RIA ("FORIA") refers to the website at www.FamilyOfficeServices.com, which refers to TEAMS and PGA, both of which are SEC-Registered Investment Advisory firms.