Select Family Office LLC

Overview

Select Family Office coordinates integrated financial strategies across adviser coordination, tax-plan implementation, tax-saving opportunity reviews, and balance-sheet analysis. Its services also include liability management, reporting, investment oversight, lifestyle support, wealth-transfer planning, real estate assistance, and philanthropy support.²

History

Select Family Office was founded in 2011.¹

Leadership

Mike Mustillo, CFP®, is the firm’s founder and CEO. He describes his role as an objective, trusted adviser and has more than 30 years of industry experience.¹

Services

The firm’s liability-management work covers property and casualty insurance, life insurance, specialty insurance lines, and oversight of art and collectibles. Its reporting and document services include customized consolidated reporting, cash-flow updates, entity-activity tracking, and a maintained document repository.²

Investment oversight includes investment-policy development, asset-allocation reviews, alternative-asset oversight, and independent performance reviews of investment accounts.²

Lifestyle services include bill payment, domestic-staff insurance and payroll, cash-flow forecasting, next-generation communication and education, and vendor coordination.²

Wealth-transfer planning covers setting objectives, coordinating implementation, administering estate strategies, communicating plans to fiduciaries, and reviewing existing plans for enhancements.²

Select Family Office also supports real estate and philanthropy through financing analysis, cost-basis tracking, charitable-giving evaluation, private-foundation management, and grant administration.²

What the firm offers

• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

The firm serves high-net-worth families and a select clientele.¹

Approach

Select Family Office describes its services as independent and objective and says it puts clients’ interests first. The firm reports that fees are negotiated according to service scope and assignment complexity, with monthly or quarterly payment options.³

FAQs

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Sources

1. Select Family Office About
2. Select Family Office Services
3. Select Family Office Home

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.