
SERVICES
Family Office & Private Wealth
Tailored Wealth Management with a Family Office Model
Managing your wealth should be seen as managing another complex business. Our multi-family office offers holistic wealth management, addressing the interdependent and unique needs of four key areas: wealth protection, wealth enhancement, wealth transition, and charitable giving.
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The Convergent Family Office™
The Convergent Family Office™
At Interchange, we reimagine the family office experience by blending the best aspects of single, multi, and virtual family office models into one cohesive approach. With our Convergent Family Office™, we help align your family, business, and wealth goals under a unified strategy.
Our approach addresses the unique challenges of managing family businesses and passing down generational wealth by serving as the central hub coordinating your team of advisors—consultants, accountants, attorneys, and financial planners. Using a hub-and-wheel framework, we bring structure to planning and implementation, fostering collaboration across generations and helping to shape a lasting legacy. For more information on our Convergent Family Office™, click here.
Fragmented Oversight
Managing family wealth is complex, especially for family businesses navigating financial, legal, and interpersonal challenges. Without coordination, multiple advisors can lead to conflicting advice and missed opportunities, leaving families feeling overwhelmed and unsupported.
Integrated Tax Planning
We collaborate with you and your other advisors to develop tax strategies designed to enhance after-tax returns and utilize asset protection structures, such as trusts and entities, tailored to your family’s needs. Our approach focuses on aligning asset location, addressing liability exposure, and coordinating your wealth management priorities with your overarching goals.
Tax Issues
Overpaying in taxes or leaving assets vulnerable to risk erodes generational wealth.
Philanthropic Alignment
We’re here to help you create a legacy that truly reflects your family’s values and long-term dreams. Together, we’ll explore philanthropic and estate planning options tailored to your goals. Whether it’s comparing donor-advised funds (DAFs) and private family foundations, understanding their tax benefits, or deciding what works best for your family, we provide clear guidance to help you make confident, informed decisions.
Philanthropic Confusion
It’s not always easy to turn your family’s values into a lasting legacy. Deciding between options like donor-advised funds (DAFs) and private family foundations can feel overwhelming, leaving you unsure about the best path forward to make a meaningful impact.
Cash Flow Optimization
Balancing your family’s immediate and long-term financial needs can feel overwhelming, especially when trying to align priorities across generations. Without a clear strategy, it’s difficult to manage wealth effectively and confidently plan for the future.
Spend, Live, Give™
Our SLG™ Framework simplifies financial decision-making by aligning strategies with your family’s immediate needs, long-term goals, and legacy aspirations:
Spend: Establish a strong liquidity strategy to address near-term needs while protecting longer-term growth opportunities. This includes creating a reserve of short-term, high-quality investments to handle upcoming expenses, managing cash flow, and addressing liabilities with precision. Bespoke concierge services tailored to address day-to-day financial needs—such as bill payment management and currency exchange—offer seamless support, while access to credit provides flexibility for unforeseen circumstances.
Live: Focus on balanced growth and financial resilience to support your lifestyle and aspirations. By diversifying across global asset classes, we emphasize moderate to moderately aggressive investments designed for long-term growth, adjusted for inflation. The Live strategy also replenishes liquidity reserves as needed, maintaining financial stability and continuity.
Give: Create a lasting impact by aligning your wealth with your values. The Give strategy incorporates philanthropy, charitable giving, and generational wealth transfer through tax-efficient structures like trusts and entity planning. With opportunities to invest in private equity, real estate, and emerging technologies, this approach supports both high-growth potential and meaningful legacy-building efforts.
Education and Training
We educate family members about financial literacy and wealth management and can help prepare them for roles within the family business or the family office itself. By integrating practical learning opportunities and real-world applications, we help bridge the gap, preparing your family members for both current responsibilities and future leadership.
Knowledge Gap
Some family members may lack the financial literacy and wealth management skills needed to manage their inheritance or contribute effectively to the family business. This gap can lead to uncertainty, misinformed decisions, and missed opportunities.

What Makes Interchange Different
We simplify the family business lifecycle with our Clarity Foundation™. Our initial 180 days involve:
Real Stories, Real Impact

Clarity
Getting a clear history of your family, business, and ownership history from inception to the present day
First 30 Days

Understanding
Explore strategies that get your company on track, aiming for success.
Next 60 Days

Action
Develop and begin executing the detailed action plan.
Next 90 Days
Interchange Capital Partners, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). This communication should not be deemed as an offer or solicitation to buy or sell any product. Interchange Capital Partners, LLC does not provide legal, tax or accounting advice. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The tax and legal information contained herein is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.