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Providing Clarity to your Cash Flow

At Archvest, we understand people are busy with their day-to-day lives and time is valuable. Depending on one’s circumstances, the management of an estate can be burdensome and complex. As such, we have identified a need and developed a solution – providing clarity to your cash flow without compromise.

About Us

Archvest Family Office Services

Our Family Office Services start with a detailed review of your living expenses, identifying which entities should cover what expenses. Setting up bill pay services accordingly and providing financial reporting services. By setting the right foundation, you can rest in confidence knowing your bills are being covered and accurately accounted for. We serve as the strategic and deeply trusted financial partner for ultra-high-net-worth families navigating the complexities of substantial, multigenerational wealth.

What We Do

Family Office Services Include

  • Meet with client and their wealth manager, as needed
  • Reviewing past tax returns and accounting documents
  • Setting up bill pay services, managing and monitoring bills
  • Coordinating with the client and advisor to access banking and investment accounts
  • Provide mail management services for bill pay
  • Bank and Credit Card reconciliation and quarterly financial statements
  • Provide year-end reports to client and accountant to assist with completion of annual tax return
  • Coordinating with private placement processing, KYC documentation
  • Next-Gen Education & Wealth Mentorship

As a boutique family office advisory firm, we offer a discreet, highly personalized experience that integrates family governance, succession strategy, and legacy preservation. We understand that wealth is more than capital — it’s continuity, values, and vision passed from one generation to the next. Our goal is to help families steward their wealth with clarity, confidence, and intention — not only for today but for generations to come.

Cost

The cost of our family office services will vary, depending on complexity of client circumstances and entities involved. It’s during our initial discovery meeting that we will determine the scope of work. Monthly service fees start at $6,000. Our engagement letter will stipulate the services provided, including an initial setup fee.

Our Philosophy

We take a long-term, values-based approach to wealth. At the heart of our work is the belief that enduring wealth is not just preserved — it is thoughtfully cultivated through shared vision, disciplined planning, and generational alignment. Our process is discreet, highly personalized, and tailored to the specific circumstances, structures, and aspirations of each family we serve. As fiduciaries, we operate independently and with uncompromising integrity — your goals define our strategy.