Family Office
Planning for People with Significant Wealth
ProsperPlan Family Office partner-advisors help you build, preserve, and transfer wealth to the next generation.
Favorite Financial Planner
Sacramento Bee
2025
Winner via public voting in 2025. No fee for consideration; licensing fee paid for usage. Learn More.
Favorite Wealth Management
Sacramento Bee
2025
Winner via public voting in 2025. No fee for consideration; licensing fee paid for usage. Learn More.
TOP 100 RIA FIRMS
Barron’s
2025
Highly Rated Advisor
Wealthtender
2025
TOP FEMALE ADVISORS
InvestmentNews
2025
Women Who Mean Business
Sacramento Business Journal
2025
ProsperPlan Wealth is a fee-only fiduciary advisory firm.
How do we protect your family’s wealth?
There often comes a point when financial success brings an unexpected challenge. Not uncertainty, but complexity.
Multiple accounts. Tax decisions that carry long-term consequences. Estate planning questions. Business interests. Investment opportunities. Aging parents. Adult children. Philanthropic goals. Major life transitions.
We expand and safeguard your wealth through disciplined investment management, forward-thinking, tax-efficient planning strategies, and proactive risk oversight, ensuring that your legacy will endure.
What our family office provides
A family office is not simply investment management.
It is ongoing coordination of your entire financial life. Your family benefits from one trusted advisory relationship overseeing:
- Investments
- Tax strategy
- Estate and legacy planning
- Risk management
- Liquidity decisions
- Multi-generational planning
The result is greater clarity, fewer blind spots, and more thoughtful long-term decision-making.
A trusted partner
Why families choose ProsperPlan Wealth.
Our clients are rarely looking for another financial firm. They’re looking for a trusted partner. Many come to us when:
- Their financial life has outgrown a traditional advisory relationship
- Important decisions are becoming increasingly interconnected
- Multiple professionals are working hard, but not always together
- Wealth now carries family and legacy responsibility
We bring structure, coordination, and proactive guidance to those moments. Our family office experience combines:
- 100% fiduciary advice, always aligned with your interests
- Advanced planning typically reserved for ultra-high-net-worth families
- Close coordination with your CPA and estate attorney
- Long-term relationship continuity
- Guidance through market cycles and life transitions
With ProsperPlan Wealth, you gain a team quietly working behind the scenes, so decisions feel clearer and more.
Our Family Office Services
How we help your family prosper.
Integrated Financial Planning
We begin by understanding your family — your priorities, concerns, and long-term vision.
Planning includes:
- Retirement income strategy
- Cash-flow and liquidity planning
- Education and legacy funding
- Healthcare and longevity preparation
- Asset protection strategies
- Long-term wealth modeling
Investment Management
Your portfolio becomes part of a broader strategy, and not a standalone solution.
We provide:
- Customized portfolio construction
- Tax-aware investment oversight
- Concentrated stock planning
- Alternative and private investment access
- Risk-management strategies
- Values-based and ESG investing
- Household-level coordination
Advanced Tax Strategies
Many of the most important financial gains come from thoughtful tax decisions. We coordinate strategies such as:
- Tax-efficient distribution planning
- Capital gain management
- Liquidity event and business-sale planning
- Charitable giving strategies
- Ongoing collaboration with tax professionals
Estate & Legacy Planning
We help families transition from wealth creation to intentional stewardship. This includes:
- Wealth transfer planning
- Trust coordination
- Incapacity preparation
- Beneficiary alignment
- Multi-generational planning conversations
- Family education and legacy preparation
Risk Management Oversight
Preserving wealth requires protecting you against known – and emerging – risks.
We coordinate evaluation of:
- Life and disability insurance
- Long-term care planning
- Property and liability coverage
- Business-related risks
- Cybersecurity exposure
Family Office Coordination
One of the greatest benefits of partnering with us is added simplicity. We help coordinate:
- Attorneys, CPAs, and outside specialists
- Trustee and executor collaboration
- Consolidated reporting and organization
- Distribution planning
- Ongoing family communication
wealth management
When a family office relationship makes sense.
Families often engage us when they have:
$2M+ in investable assets
A business transition or liquidity event
Increasing tax complexity
Retirement approaching or recently begun
Inheritance or generational wealth transfer
A desire for coordinated long-term planning
In short, when financial decisions begin to feel too complex and important to manage reactively.
a completely Fiduciary firm
The outcome: clarity, confidence, and time.
A family office approach helps families:
- Simplify complex financial decisions
- Protect what they’ve built
- Align wealth with long-term values
- Gain confidence knowing experienced professionals are proactively guiding the process
- Our clients often describe the result as feeling more organized, more prepared, and significantly less burdened by financial oversight.
Building wealth and securing it for the future.
Our advisors help you organize, grow, and safeguard what you’ve built so your legacy lasts for generations.
Step 1: Assess Your Portfolio
Many successful people have gaps in their portfolios. We’ll analyze your investments, tax exposure, assets, and risks to identify strategic gaps and opportunities.
Step 2: Develop a Plan
Once we know your goals and current situation, we’ll design a personalized strategy that supports your priorities and protects and expands your wealth.
Step 3: Monitor and Adjust
Your plan is a reflection of your evolving life. As goals are achieved, we’ll adjust your strategy to make certain it supports you into the future.
Your questions, answered.
Here’s what you need to know about Family Office planning.
Essential FAQs
What is a Family Office?
ProsperPlan’s Family Office is a dedicated financial team that manages and coordinates all aspects of your family’s wealth, from investments and tax planning to estate and legacy strategies. Our Family Office services provide the personalized attention and expertise that ultra-high-net-worth families have come to expect.
What is the difference between a Family Office and traditional wealth management?
Traditional wealth management focuses primarily on investments and financial planning, while a family office offers a more comprehensive partnership. At ProsperPlan, our family office services go beyond portfolio management to include tax strategy, estate planning, business transition guidance, and family legacy planning, all coordinated under one trusted partner advisory team.
How can a Family Office help manage complex family finances?
A family office helps simplify and coordinate complex financial lives by managing investments, taxes, trusts, and estate strategies under one unified plan. At ProsperPlan, our family office team ensures every part of your financial picture works together to protect, grow, and smoothly transfer your family’s wealth.
Does ProsperPlan offer both single-family and multi-family office services?
Yes, ProsperPlan offers both single-family and multi-family office services, providing customized solutions that match each family’s unique goals, structure, and level of complexity.
Expertise & Credentials
What makes ProsperPlan qualified to serve as a Family Office advisor?
Choosing ProsperPlan Wealth means partnering with independent financial experts who prioritize your goals above everything else. We provide personalized strategies, comprehensive planning, and ongoing guidance to help grow and protect your wealth. Our fiduciary approach ensures advice you can trust, tailored to your unique financial journey.
What expertise does ProsperPlan offer beyond investment management?
In addition to each partner advisor having a decade plus of senior advisory experience, our financial experts all hold master’s degrees and the financial services industry gold standard CFPⓇ designation.
Does ProsperPlan help with estate planning and wealth transfer strategies?
Yes, ProsperPlan provides comprehensive estate planning and wealth transfer strategies designed to protect your assets, minimize taxes, and ensure your wealth is passed smoothly to future generations.
How does ProsperPlan ensure our Family Office plan aligns with our family’s long-term goals?
ProsperPlan takes the time to understand your family’s vision, values, and long-term priorities before designing a strategy. We regularly review and adjust your Family Office plan to ensure it continues to align with your evolving goals and legacy.
Estate planning. Tax strategy. Legacy making.
Expert analysis and bold ideas for people who want to achieve the extraordinary.
Leaving a Legacy
Our advisors have decades of expertise protecting and growing generational wealth for those you love.
What Clients Say About Us
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation has been provided. As a result, clients do not receive any material incentives or benefits for providing testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about NewEdge Advisors, LLC, is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary Report which can be found online at the SEC’s Investment Advisor Public Disclosure (IAPD) database at www.adviserinfo.sec.gov
Hear from Lauren and Chris
Stop By To See Us
Explore our locations to find the ProsperPlan team near you.
Gold River Office
HQ & Mailing Address
2377 Gold Meadow Way
Suite 100
Gold River, CA 95670
(916) 909-3993
Roseville Office
3017 Douglas Blvd
Suite 300
Roseville, CA 95661
(916) 909-3993