Broker Check

Family Wealth Office

<strong>What Is A Family&#160;Wealth&#160;Office?</strong>

What Is A Family Wealth Office?

Many business owners have come to realize that their interests are best served when the management of the family’s wealth is handled separately from the family business.  The Family Office is a unique business organization that is created to provide for you an encompassing wealth management solution (from investments, to taxes, to property management, to trusts) in an integrated fashion while promoting and preserving the identity and values of your family.

Seraphim Wealth Family Office Inc. will help you to create and operate your own Family Office by providing a custom-tailored suite of services that operates your own family organization dedicated solely to taking care of the specific needs and desires of your family.


When you work with Seraphim Wealth Family Office Inc., you can expect that we will be devoted to doing what’s best for you and your Family, because what’s best for you, is what’s best for us.

As a Tier One Family Wealth Office we integrate smart innovative programs with traditional family office services to provide solutions that stand the test of time.

Built on the tradition of family office service, trust, and transparency.

Whether you are a family, family trust or select institution, Seraphim Family Wealth Office Inc. (“SWFO”) is built to deliver what we perceive is the ultimate client experience.

Built to serve you.

Our teams are completely aligned with your interests. Our Independence enables us to be nimble and responsive to a constantly changing environment to ensure we consistently stay ahead and are responsive to your needs.

Built on the fiduciary standard of always putting our client’s interests first.

Service is embedded in our culture. Everything that we do at Seraphim is focused on delivering the best advice and solutions to help our clients achieve their objectives.


<strong>How Can Seraphim Help Me?</strong>

How Can Seraphim Wealth Family Office Help Me?

If you are an individual, family, family trust or institution, faced with the challenge of managing your wealth enterprise, Seraphim can help.

Seraphim has created a comprehensive set of services to cover all of your needs or to simply complement your existing structure. By integrating all of Seraphim Wealth’s services together, a Family Office’s greatest strength is its ability to deliver packages of coordinated services tailored to your family’s needs.

Primary services may include:

  • Investment Advisory and Management
  • Broker/Dealer Services
  • Tax Planning, Mitigation and Preparation
  • Risk Advisory and Management
  • Legal and Immigration Services
  • Trust and Estate Planning and Management – Domestic and Foreign
  • Charitable Giving, Foundation Development, Administration and Management
  • Lifestyle Management – administrative support which may include accounting services, bill paying, home and estate administration, travel and security needs, medical services, logistics, and any additional global special needs.
  • Closely held Business Management
  • Real Estate Investment, Construction, Development and Management


Contact Us To Discover A World Of Opportunities!

Main Number: 404-381-2275

Fax Number: 404-381-2276


Alexander Ming:  404-381-2270

David Lin:  404-381-2271

Eric Wimbush:  404-381-2272

Investment advisory services are offered through Seraphim Wealth Advisors, Inc., an investment advisor registered with the State of Georgia. Seraphim Wealth Advisors only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

Seraphim Wealth Family Office, Inc. offers securities through Portsmouth Financial Services, Inc. 250 Montgomery Street, Suite 200, San Francisco, CA 94104. (415) 543-8500. Member FINRA - Securities Investor Protection Corporation.