Private Family Office Coordination

Add specialist capacity without adding another generalist.

For principals and private family offices that need outside retirement, insurance, tax and estate coordination, succession and risk expertise — integrated with the professionals already serving the family, not layered on top of them.

Request a family office coordination callA 30–45 minute principal or executive conversation. No product presentation.

The investment office may be institutional. The family's other risks may not be.

Family offices often develop rigorous investment processes while succession, next-generation preparation, external-vendor oversight, insurance, estate liquidity, healthcare and long-term care, cybersecurity and principal-level retirement questions stay distributed across internal staff and several outside firms.^5,6,13

35%

of surveyed family offices reported a defined succession plan for the family office itself.^5,10

43%

had experienced a cyberattack, while 31% had no incident-response plan at all.^7,11

34%

planned to rely more on third-party providers to scale initiatives and add expertise.^9,12,15

My IRA Hero is not positioned as a replacement for the family office. The value is targeted external capacity: identify the issue, match the relevant specialist, clarify the role, and integrate that specialist into the process already in place.^1,3,9

Download the one-page brief (PDF)

A family office is not simply a larger retail client

The private wealth household

Wants fewer disconnected decisions
The principal or spouse often coordinates the advisors
Catalysts: retirement, sale, inheritance, liquidity, estate event
Outcome: a plain-English personal action map

The private family office

Wants scalable access to vetted external specialists
Has internal staff but still outsources legal, tax, insurance, cyber and niche planning
Catalysts: succession, governance, principal transition, risk or vendor review
Outcome: a responsibility matrix, specialist-gap map and next-step workstream

Potential workstreams

Engagements are scoped to the gaps the office actually has. Common starting points — or walk the nine workstreams in detail:

Principal retirement-income and longevity planning
Insurance and estate-liquidity review
Executive, key-person and buy-sell coordination
Beneficiary and succession coordination with counsel
Outside tax, legal and insurance specialist introductions
Family-member education and retirement transitions
Specialist due diligence and role clarification
Risk, healthcare/LTC and business-continuity conversations
Coordination around philanthropy and charitable intent with appropriate advisers

Bring the right specialist into the right decision.

Request a confidential discussion about the office's current specialist gaps and upcoming priorities. If a workstream is better handled by someone already engaged, we will say so.

Pick your time

Select a window for our team to verify your information and schedule your Expert match call

Pick a window and our team calls first to verify your details and confirm what to review. Then we match you to the right licensed specialist for your Tele-Wealth consultation. No pitch — we walk through your answers, your numbers, and what to fix first.

15 minutes, no obligation A licensed specialist, not a call center Tele-Wealth: virtual (Zoom) or phone — your choice

Smart Match — the right expert for you: We don't randomly assign you to whoever is available. We review your questionnaire answers and match you with an experienced Fiduciary Retirement Specialist who can best address your situation — then they stay with you from there.

Select My Verification Window →

Plans change — that's fine. You can reschedule or cancel in a couple of clicks, any time, without calling or emailing us.

Prefer to send the picture first? Complete the coordination review and a Senior Retirement Expert will read it before the call. See also Private Client coordination.

My IRA Hero facilitates education, specialist matching and coordination. It is not your attorney, CPA, custodian, bank or investment adviser unless a specific affiliated professional or entity is separately identified as holding that role. Insurance and annuity recommendations are made through appropriately licensed insurance professionals and remain subject to state availability, suitability and best-interest requirements, carrier approval and contract terms. Tax, legal, securities and investment-advisory services come from the qualified or registered professionals responsible for them.

Source notes

Superscript numbers in the copy above correspond to the claim sources below. Third-party research is cited as published; figures reflect the surveys named and are not statements about My IRA Hero clients.

1. My IRA Hero, About. The matched-bench model and specialist-matching framework. Open primary source
3. My IRA Hero, About. The 180+ independent specialist network, matched-bench model and multi-specialty coordination. Open primary source
5. UBS, Global Family Office Report 2026 — official release, May 28, 2026. Only 35% of surveyed family offices had a defined succession plan for the family office itself, and 27% had an organized process to educate or prepare the next generation for future roles. UBS surveyed 307 family offices across 30+ markets with average family net worth of about USD 2.7 billion. Open primary source
6. UBS, Global Family Office Report 2026. 68% measured financial performance formally and 60% used an investment committee, while fewer than half had formal governance frameworks with board-level oversight. Open primary source
7. Deloitte Private, The Family Office Cybersecurity Report 2024. 43% had experienced a cyberattack, 31% had no incident-response plan and only 26% described their plan as robust. Open primary source
9. Deloitte Private, Family Office Insights Series — Global Edition. 34% planned to rely more on third-party service providers to scale initiatives and gain added expertise. Open primary source
10. UBS, Global Family Office Report 2026. Claim source for the 35% succession-plan and 27% next-generation preparation statistics used in the research section. Open primary source
11. Deloitte Private, The Family Office Cybersecurity Report 2024. Claim source for the 43% cyberattack, 31% no incident-response plan and 26% robust-plan statistics. Open primary source
12. Deloitte Private, Family Office Insights Series — Global Edition. Claim source for the 34% third-party-provider, 41% succession-plan gap and 30% next-generation preparedness statistics. Open primary source
13. UBS, Global Family Office Report 2026. The contrast between institutionalized investment operations and uneven governance, succession and next-generation preparation. Open primary source
15. Deloitte Private, Family Office Insights Series — Global Edition. Outsourcing, succession, next-generation preparedness, technology and cyber-risk gaps. Open primary source

Our fiduciary commitment

We only refer you to Retirement Experts who are obligated to act as a fiduciary at all times — legally bound to put your interests ahead of their own on every single recommendation they make to you.

Every Expert we refer must also be willing to give you a written Fiduciary Pledge — a signed legal statement confirming that duty to you in writing. If an Expert will not put it in writing, we will not refer you to them. Just ask for it on your call.

Read and download the Fiduciary Pledge