SoHo Financial Services is a complete wealth management firm and multi-family office. The firm's clients leverage the economies, scale, and access that SoHo provides.
We believe in two key principles:
1) We believe that we are partners alongside our clients and tailor our relationships accordingly. Our clients are already successful and we welcome their participation in the investment process. This diversity adds to the expertise of our firm as we look at the total universe of investment opportunities available.
2) We believe that financial advisors should be judged on a single consideration: their demonstrated track record. In the worst financial crisis in generations, SoHo's clients successfully navigated this new treacherous terrain and have a pro-active strategy for what the future may entail. We believe that Wall Street is ill equipped to challenge clients in developing an anticipatory strategy to preserve and generate welath.
SoHo offers a full-suite of sophisticated in-house services that include Investment Advisory, Income Tax Planning & Compliance, Trust & Estate Planning, Philanthropy, Risk Management, and Bill Pay and Expense Management. Our family office team serves as our client's completely outsourced family office. We can team with existing advisors by tailoring our services around their expertise. Our advice is given in a comprehensive context and we measure success in terms of you attaining your overall objectives.
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