EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
As families grow in complexity, so does the need for trusted coordination.
ABOUT EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
As families grow in complexity, so does the need for trusted coordination.
Edison Family Office Services serves as the central point of communication among attorneys, accountants, financial advisors, insurance professionals, fiduciaries, and family members. We help ensure that planning remains current, relationships remain aligned, and important decisions aren’t made in isolation.
SERVICES INCLUDE
- Family Governance
- Legacy Planning
- Advisor Coordination
- Annual Plan Reviews
- Family Meetings
- Trustee and Fiduciary Support
- Multi-Generational Planning
AS THE SERVICE LINE GROWS
Future capabilities may include:
- Annual planning reviews
- Document vault
- Executor planning
- Trustee resources
- Family governance
- Advisor coordination
- Subscription planning services
- Secure client portal
AREAS OF GUIDANCE
Where the depth lives.
EDISON ADVISORY GROUP
One firm. One philosophy.
Clients may engage one division, or several. Regardless of where the relationship begins, every client benefits from the collective experience of the Edison team and our shared philosophy of intentional planning.
Life doesn’t fit neatly into legal practice areas. Neither do we. Every service we provide is designed to help clients build, protect, transition, and preserve what matters most. That’s how we create continuity.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
Subscribe to Edison Insights
Planning updates and new articles, written to help you make better decisions. If you follow Edison for six months without becoming a client, you should still feel better informed than when you started.
NEXT STEP
Coordinating the people who protect your legacy.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.