One team for every dimension.
For families whose wealth has become its own institution — coordinating advisors, generations, and reporting that a single household can't manage alone.
The family's office.
We act as the family's office: coordinating bill pay, household payroll, insurance renewals, staff payroll, and the dozens of small obligations that — neglected — compound.
- Bill pay and cash-flow management
- Household payroll and staff onboarding
- Insurance renewal coordination
- Travel and property expense tracking
- Document and vault management
A shared language for wealth.
Wealth lasts longer when the family has shared language for it. We facilitate family meetings, founder-to-next-gen education, and the governance structures that turn an inheritance into a continuation.
- Family meeting facilitation
- Next-generation financial education
- Family-mission and values articulation
- Trustee selection and advisory boards
- Conflict-of-interest and decision frameworks
One number, one picture.
Consolidated reporting across every account, custodian, and entity — so the family principal sees one number, and every advisor sees the same picture.
- Consolidated multi-custodian reporting
- Trust and entity-level statements
- Tax-lot and basis tracking
- Performance attribution and benchmarking
- Custom dashboard delivery
Answers from the practice.
Where in Cherokee County can a family find outsourced family office Georgia services that deliver consolidated reporting across multi-custodian accounts?
755 Financial at 330 Creek Stone Ridge in Woodstock provides multi-family office Atlanta coordination that gathers data from every custodian into one quarterly book. Observations are shared—decisions stay yours. LPL Financial, Member FINRA/SIPC, supplies the custody and trade execution.
What compliance considerations arise when a multi-custodian family office structure crosses state lines?
SEC Rule 206(4)-7 requires an annual review of the advisory compliance program even when accounts are held at multiple custodians. 755 Financial performs the review each February and keeps minutes on file at the Woodstock office. Observations are shared—decisions stay yours.
How does 755 Financial avoid the common mistake of double-counting assets when delivering consolidated reporting multi-custodian?
The firm runs a three-way reconciliation: custodian statements, internal general ledger, and the family’s own QuickBooks export. FINRA Rule 2210 treats any material arithmetic error as a misleading statement, so the numbers are signed off by two staff members before release. Observations are shared—decisions stay yours.
Coordinate with the rest of the firm.
A legacy that lasts.
Trustee coordination and governance structures designed together.
Tax & AccountingTax strategy, not tax preparation.
Multi-entity, multi-state tax planning under one roof.
Wealth ManagementWealth, with intention.
Investment policy aligned to family-mission and trust documents.
Bring us your whole picture.
A confidential conversation to scope what a 755 family-office engagement could look like.
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