Services
Your life, enhanced
The services we provide are as unique as your needs and preferences.
Providia Partners meets your individual needs by partnering with your existing financial, tax, and legal trusted advisors.
We tailor our services to our clients' specific goals by providing bill pay and booking services, investment tracking, tax and estate planning review, trust services, philanthropic planning, family governance, and lifestyle concierge services.
Fiduciary & Trustee Services
As a licensed fiduciary, Providia Partners (#21020) serves as fiduciary for individuals who cannot or choose not to serve as their own financial decision-makers. In these instances, we will step into your shoes to handle your affairs as you direct in your estate planning documents, to enhance your life while adhering to your values and remaining mindful of your goals.
Providia Partners also serves as Trustee following a grantor’s death. In these cases, we utilize our skills and experience to marshal, value, and distribute your assets, while complying with federal and state tax and statutory deadlines, paying the decedent’s bills and expenses, and communicating with beneficiaries.
Boutique Multi-Family Services
Knowledgeable families and individuals choose one solution over any other when it comes to managing their wealth: they move from sterile, large, institutional financial firms to the exclusive and nimble services of a multi-family office, a model that is designed from the ground up to serve clients above all else.
The family office structure promotes trust, transparency, customization, alignment of talent, and customized responses to individual needs. Considered the pinnacle of wealth management, multi-family offices provide the most personalized services on the widest range of integrated solutions.