Clarity, Confidence, and Care for Your Family’s Financial Future
TSS Advisors offers integrated family office services tailored for high-net-worth individuals and families across Northern New England. We help you align your personal, business, and estate goals with strategic financial planning so you can focus on what matters most.
What We Do
Family wealth is complex. It requires more than tax returns and estate documents; it demands a thoughtful, coordinated approach across generations. Our Family Office services are designed to be your single point of contact for strategic guidance, financial administration, and legacy planning.
At TSS, we combine deep technical expertise in tax, trust, estate, and advisory services with a personal touch. We build long-term relationships rooted in trust, not transactions. From multigenerational planning to philanthropic strategies, we meet families where they are and guide them toward where they want to be.
Our services can include:
- Personal financial oversight
- Estate and trust planning
- Intergenerational wealth strategies
- Consolidated reporting
- Business succession planning
- Coordination with attorneys, investment managers, and fiduciaries
Whether you’re managing a transition, planning a legacy, or simply seeking clarity, we serve as your family’s financial quarterback, offering steady leadership and seamless coordination.
Why It Matters
- Integrated Oversight: Consolidate your financial world into one trusted advisory team.
- Personalized Attention: Receive advice that reflects your values, lifestyle, and long-term goals.
- Peace of Mind: Know that everything—from tax filings to estate structures—is being managed proactively.
- Generational Support: Help the next generation succeed with thoughtful education and strategic transitions.
- Steady During Transitions: We guide families through complex emotional and financial milestones with clarity and care.
How We Do It
We follow a three-phase, high-touch approach that keeps your family’s needs front and center:
1. Discovery & Alignment
We begin with a comprehensive assessment of your financial landscape, family dynamics, and long-term vision. We listen deeply to understand your priorities, risks, and aspirations.
2. Design & Coordination
Working closely with your existing advisors or introducing our trusted network, we co-create a roadmap tailored to your family’s needs. We coordinate across legal, investment, and tax disciplines to ensure alignment.
3. Ongoing Stewardship
We maintain a proactive communication cadence, offering regular reviews, timely updates, and on-demand support. As your family’s needs evolve, we evolve with you.
Who It’s For
Our Family Office services are best suited for:
- High-net-worth individuals and families seeking proactive, comprehensive financial oversight
- Business owners approaching or planning succession
- Families with trust or estate complexity, especially involving multiple generations or charitable goals
- Executors and fiduciaries managing estate settlements or trustee duties
- Individuals in transition, such as widowhood, divorce, or major liquidity events
If you’re looking for a steady, strategic partner to manage the big picture and the fine print, we’re here to help.
Take the First Step Toward Peace of Mind
Let’s have a conversation. Whether you’re exploring options or need help right away, we’re ready when you are.
We’ll get to know your needs and outline how we can help.
Why now? Family dynamics, regulations, and financial markets don’t wait. Early planning leads to better outcomes and less stress.
