At Truepoint Family Office we believe values such as honesty, integrity, and commitment are essential to every relationship. In addition, continuity, mutual-respect, responsibility and education are core values we share with our clients. In a business of relationships and trust, we take a sophisticated and steadfast approach to our clients’ financial and personal lives where trustworthiness is not only revered, it is the essence of everything we do.
Our Clients
Truepoint Family Office’s clients tend to fall into one of the following four categories:
- Family Steward – primary goal is to develop a strong family and keep wealth within the family
- Legacy Builder – primary goal is to leave a significant impact on society
- Family Business Transition – primary goal is the sustainability of the family as part of a successful business transition
- Executive Office – primary goal is to have their wealth and lifestyle managed as a business, with less focus on the family component
Clients who wish to benefit from a family office experience may leverage the Truepoint Family Office service platform for their unique needs. Access to best practices, resources and our professional team allow families to enjoy a cost-effective yet customized family office solution.
Key Contacts
Michael J. Chasnoff, CFP®
Founder and Chief Executive Officer, Truepoint Inc.
Alexandra H. Ollinger, MBA, CFP®
Senior Manager, Family Office
