Family Office Training

In addition to all features included in our Personal Finance and Financial Advisor Bundles, Family Office includes a wide range of skills, tools, training, and 1-on-1 coaching.

  • Initial Family Meeting

  • Monthly Family Coaching

  • Private Planning Portal

  • Advisor Coordination

  • Advanced Planning Strategies

  • And Much Much More...

Family Office Bonus

In addition to the Bonus Material included in our Personal Finance and Financial Advisor Bundles, Family Office includes a wide range of customizable services.

  • Financial Blueprint

    Each member of your family can benefit from having their own personalized Blueprint for Financial Success.

    The Blueprint helps you achieve more clarity, confidence, and contentment in your financial life.

  • Family Meetings

    Trust is What Matters Most in any relationship. Taking the time to listen and communicate builds in families, teams and organizations.

    Consider what's possible with a skilled coach leading your next family meeting.

  • Individual Coaching

    Smarter Strategies and Better Results... Our Executive Coaching is designed to maximize trust.

    Coaching can be on-demand sessions or an ongoing, long-term process.

    Our practical coaching focuses on key issues that you, your family, and your team face every day.

Family Office Pricing

We suggest starting with our 14 day Free Trial. If you're a BayRock Client, use the coupon code: BayRock to access the Family Office Bundle as our guest (free forever).