At Creative Resources, our Family Office Suite delivers a boutique experience with institutional depth—designed to simplify the complexity of wealth and empower generations.

FOUNDATION

Budgeting and cash flow planning

Retirement modeling

Tax planning and optimization

Insurance and risk analysis

Portfolio Efficiency Report — risk taken versus return earned, cost, concentration

Bill pay

Personal expense management

Personal financial statement

LegalShield and IdentityShield — legal access and identity protection

Digital document vault

ACCELERATOR — everything in Foundation, plus:

Investment oversight

Consolidated portfolio and performance reporting

Tax administration — documents, payments, CPA coordination

Household payroll administration

Estate synchronization

Business strategy and pro formas

Vendor and contract oversight

External advisor coordination

Connections and referrals — our professional network, at your disposal

Quarterly reporting

LEGACY — everything above, plus:

24/7 priority access

Multi-entity wealth reporting

Alternative investment reporting

Family governance and philanthropy

Private opportunity review

Concierge travel and booking

Luxury sourcing — homes, vehicles, art

Gift planning and date tracking

Lifestyle management

LEGACY+ — by invitation. Everything above, plus:

Virtual C-Suite — we help run the business

Embedded venture stewardship

CRFO as strategic GP or co-founder

Entity formation and capital stack

Investor materials

Launch and operational support

Exit preparation

Our mission is simple: to help you live fully, give generously, and build a legacy that lasts.