While many Family Offices are focused solely on investment and asset growth, Centralis believes in managing business and personal assets just as a sophisticated business of comparable size would, with a foundation of strong reporting, information and internal controls. From that base, we work with our clients to develop creative, timely and effective strategies to look ahead, protect assets, mitigate risk, and grow wealth, providing fee-only services that are agnostic to any particular strategy.
Originating from a professional accounting & tax background, Centralis was formed as a multi-family office in 2003. The thesis: to address a sizable gap in financial coordination available to a considerably underserved segment of affluent, growing entrepreneurs and families (the "broken middle") with financially complex needs, with a high touch approach traditionally available only to ultra high net worth clients.
At Centralis Management, LLC, we believe in knowing our clients, building collaborative teams, acting with integrity above all. We are dedicated to building strong relationships with all our clients and all strategic partners, and delivering exceptional service that exceeds their expectations.
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