Family Office Services

A Private Wealth Office for Complex Balance Sheets

As wealth grows, so does complexity. Operating as a premier private wealth office in Utah, our family office services layer on top of core portfolio management and retirement planning to handle the administrative and coordination work that comes with a more complex balance sheet — governance, bookkeeping, cash flow oversight, and consolidated net worth reporting.

Strategic Asset & Advisory Coordination

Centralized Advisory Leadership — coordinating your CPAs, attorneys, and other advisors around a single strategy
Portfolio Construction — custom portfolios across public markets, alternatives, and real estate
Alternative Asset Due Diligence — evaluating private placements and external managers
Tax-Aligned Investment Planning — aligning allocation decisions with your broader tax strategy

Multi-Generational Governance

Estate & Trust Coordination — working with your legal team to structure trusts and estate plans
Legacy Planning — documenting your priorities and values for long-term wealth preservation
Philanthropic Design — structuring giving vehicles like foundations or donor-advised funds

Administrative & Lifestyle Services

Household Entity & Payroll Support — coordinating payroll, benefits, and HR compliance for household staff or multiple entities
Private Banking & Liquidity Management — coordinating with banking partners on liquidity and lending
Bookkeeping — entity-level reporting, bill payment, and cash flow organization
Net Worth Reporting — a consolidated view of assets, liabilities, and equity across holdings
Alternative Asset Reporting — combined reporting on private and alternative positions

The Value of a Family Office

One coordinated strategy across investments, tax, legal, and administration
Consolidated reporting across advisors and holdings
A durable plan built to hold up through market and regulatory change
Strict confidentiality
Clear structure for legacy and succession planning
More of your time back for what matters most to you

The Tanara Process

A 5-Step Financial Legacy Plan with Vision, Precision, and Purpose.

STEP 1

Collaborate

A conversation to clarify your goals, values and life mission.

STEP 2

Luminate

A high-level review to luminate the path towards a personalized strategy tailored to your financial circumstances.

STEP 3

Implement

Connecting investments, tax strategy and cash flow into thoughtful plans, implemented with care and focus on objectives.

STEP 4

Monitor

Maintaining continued alignment with the proposed financial plan, your CPA and Tanara monitor its progress with precision and rigor.

STEP 5

Build

The purpose of the process is to help you build a lasting legacy aligned with your values, honoring the foundation you’ve built.

Tanara guides families through the CLIMB process

Our disciplined, values-driven approach to multigenerational wealth. We begin by Collaborating to understand your values, priorities, and long-term vision. With that foundation, we Luminate the path forward through thoughtful analysis and planning. We Implement strategies designed to help align your resources with your goals, then Monitor progress through disciplined review as markets, laws and life evolve. Over time, the focus turns to Building a lasting legacy – one that reflects your values and is designed to support future generations.

Who Benefits

Families requiring multi-family office wealth management in Utah for diversified holdings — portfolios, real estate, private business interests, trusts
Multi-entity operations needing coordination across legal, tax, and daily operations
Families preparing the next generation to manage inherited wealth
Those seeking single-family office services in Utah to centralize administration under one trusted advisor
Families operating a family investment company in Utah with active philanthropic goals

Why Tanara

One team, one view — investments, tax, estate, and administration under a single relationship
Flexible engagement — full-service or targeted support, depending on your needs
Discretion — strict confidentiality, consistent long-term relationships
Legacy-focused — built to reflect your values and long-term goals