Our Offerings
Farron Family Office delivers institutional-grade expertise across six core disciplines: Investment Management, Estate & Wealth Planning, Trust & Fiduciary administration, Philanthropy & Impact, Governance & Education and Tax Optimization. What distinguishes our approach isn't the individual capabilities, but rather how they function together.
Investment Management
Portfolios Built for Real-World Complexity
Markets reward discipline and punish complacency. Farron Family Office constructs portfolios that balance systematic asset allocation with opportunistic positioning, capturing returns while managing the risks that threaten capital preservation.
Investment Capabilities
Portfolios Built for Real-World Complexity
Alternative investment access and direct co-investment opportunities
Manager selection, due diligence, and monitoring
Comprehensive risk management and currency hedging
Tax-loss harvesting and tax-efficient transitions
Liquidity modeling and cash flow management
Investment Metrics
23% average allocation to alternatives across client portfolios
Access to 65+ institutional-quality managers
Sub-1% fee negotiations on institutional mandates
87% of portfolios outperformed custom benchmarks over 5 years
$2.1 billion coordinated across alternative structures
Estate & Wealth Planning
Architectures That Outlast Generations
Farron Family Office designs multi-jurisdictional architectures that minimize tax leakage, preserve asset protection and enable smooth generational transitions, accounting for cross-border considerations from the outset. We integrate estate structures with investment strategy, entity arrangements and governance frameworks from inception.
Estate Planning Capabilities
Comprehensive estate plan design and implementation
Dynasty trust structuring and multi-generational transfer strategies
GRATs, IDGTs and family limited partnership structuring
Asset protection planning and jurisdiction optimization
Cross-border estate coordination and treaty planning
Business succession planning for operating companies
Charitable planning integration and life insurance trust structuring
Planning Outcomes
32 multi-generational estate plans implemented and maintained
Average 34% reduction in projected estate tax liability through proactive structuring
18 successful business succession transitions completed
Coordination with 47 external law firms across 14 countries
Trust & Fiduciary Administration
The Mechanics That Make Structures Work
Farron serves as trustee or co-trustee for complex family trusts, manages multi-entity structures and coordinates fiduciary responsibilities across jurisdictions. Every distribution request, compliance filing and beneficiary communication flows through documented processes with institutional controls. This protects all parties from the disputes that emerge when administration occurs casually.
Trust & Fiduciary Capabilities
Trustee and co-trustee services for domestic and foreign trusts
Comprehensive trust accounting and beneficiary reporting
Distribution management and discretionary decision-making
Entity formation and ongoing administration
Multi-jurisdictional compliance coordination
Beneficiary communication and education
Trust modification and decanting strategies
Administrative Performance
126 entities under active administration
High performance on-time regulatory filing record
48-hour average turnaround on distribution requests
Zero audit findings across all administered trusts
96 active trusts with 240+ beneficiaries
Philanthropy & Impact
Strategic Giving Infrastructure
Farron Family Office structures philanthropic infrastructure that aligns giving with our clients’ existing structures and values, seamlessly integrating into their overall wealth structure to ensure the enhancement of legacy goals. We coordinate philanthropic investment and grant-making processes, measuring impact against stated objectives. We also help families establish private foundations, donor-advised funds and charitable trusts, facilitating conversations that shape long-term philanthropic success.
Philanthropic Capabilities
Private foundation establishment and comprehensive management
Donor-advised fund coordination and charitable trust administration
Grant-making strategy, due diligence and recipient monitoring
Impact measurement and outcomes reporting
Multi-generational philanthropic governance frameworks
Program-related investments and compliance management
Philanthropic Impact
13 private foundations under administration
$340 million in philanthropic assets managed
120+ grants distributed annually
Governance & Education
Preparing the Next Generation
Family wealth creates complexity around authority, responsibility and decision-making. Farron builds governance frameworks that answer critical questions proactively. We develop written protocols that specify who makes decisions, what approvals are required, how disputes get resolved and how leadership transitions occur. Farron Family Office also provides education programs tailored to different life stages and levels of involvement.
Governance & Education Capabilities
Family governance framework design and documentation
Family meeting facilitation and decision-making protocols
Next-generation education programs
Role definition and succession planning
Investment committee structuring and training
Financial literacy education for rising generations
Governance Metrics
100% of families with documented governance frameworks
54 family meetings facilitated over past five years
22 next-generation family members completed education programs
Zero family disputes requiring external mediation among clients with established governance
Tax Optimization
Cross-Border Coordination That Delivers
Tax efficiency at scale requires expertise across federal, state and international jurisdictions. Farron Family Office coordinates tax strategies across all relevant jurisdictions, ensuring compliance while systematically minimizing liability.