Do You Need a Family Office Advisor?

If you’re juggling multiple advisors, trusts, or life transitions and it’s starting to feel overwhelming, it might be time to consider a family office. Our Family Office services help to simplify the complexity of managing your wealth and preparing for the future.

At Walter Shuffain, we deliver discreet, integrated support that keeps your financial life running smoothly. We can act as your central point of coordination or collaborate within an existing family office or advisory structure to support tax, trust and administrative execution.

We step in when:

• A spouse passes or new generations step in.
• Managing multiple advisors starts to feel like herding cats.
• No one’s sure who’s handling things if something happens to you.
• Your current advisor says, “That’s not my job.”
• You just want peace of mind that nothing will fall through the cracks.

From Plan to Execution

More than advice. We implement.

Walter Shuffain isn’t just here to consult; we act. When financial and wealth management tasks become too much, we take the burden off your plate.

Whether you have an established family office or a trusted wealth manager, we focus on execution, coordination, and follow-through so your advisory team can do their best work.

How Have We Helped Our Clients?

Real Problems	Real Solutions
A widow became overwhelmed with bill pay.	We stepped in and brought peace of mind AND fraud detection.
Advisor refused to pay estimated taxes.	We filled the gap and executed.
The next generation was stepping into their role and was unsure of how to manage.	We provided education and trustee advisory support and coordination with the existing advisory team.

Why Choose Walter Shuffain

Most firms offer advice. Few offer execution. We do both with the oversight of seasoned CPAs, trust specialists, and family office professionals who work directly with your attorney, wealth manager,  and any dedicated family office team.

What Sets Us Apart?

• We don’t stop at strategy. We implement and follow through.
• We’re proactive. We anticipate risks and close gaps before they widen.
• We stay in sync. We coordinate across all your professionals, including external family offices, so nothing gets lost in translation.
• We’re discreet. Our boutique model means your family’s affairs stay private — and partner-led.

We are intentional about collaboration. For families that already work with a single family office or multifamily office, our role is to support that structure with tax, trust and administrative expertise, not to compete with it.

Are you ready to make life easier with our Family Office Services?

Whether you're navigating a life transition or seeking peace of mind, Walter Shuffain brings experience, execution, and empathy to every relationship. We can serve as your primary family office resource or as a behind-the-scenes partner to your existing family office and advisors.