Aspiriant Extends its Family Office Services for High Net Worth Families in the San Francisco Bay Area

LOS ANGELES, Dec. 19, 2018 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, today announced the expansion of its Family Office Services for high net worth families living in the San Francisco Bay Area, in addition to its continued full-service family office commitment to clients nationwide.

The past decade of strong economic growth from Silicon Valley venture capital firms and technology companies has created a new wave of ultra-high-net-worth families, many of whom live in the Bay Area and are juggling careers, family, and managing significant wealth. Aspiriant's Family Office Services offering is designed to provide centralized advisory services to streamline, simplify, and manage the complex financial affairs for these families.

Aspiriant's Family Office Services group specializes in providing a 360-degree perspective on families' entire financial profile and oversees all aspects of wealth management for both first generation and multi-generational families of affluence.  The breadth of Family Office Services includes asset management and reporting, income tax compliance and planning, bill pay and accounting, retirement, philanthropy, estate planning, risk, and cash and debt management. With a full suite of in-house service capabilities, Aspiriant provides comprehensive, objective financial advice, and handles the administration associated with managing wealth.

Nikki Michelini is the Wealth Management Director of Family Office Services in San Francisco. Michelini has relocated to San Francisco after spending the last 16 years serving multi-family office clients across the country from Aspiriant's Los Angeles location. Michelini is responsible for client relationships in San Francisco and leading a multi-disciplinary team of professionals in all aspects of planning and consulting services provided to clients.

"I am thrilled that Nikki is leading Aspiriant's Family Office Services in San Francisco. I've known her for nearly two decades and have admired her wealth management and leadership acumen," said Aspiriant CEO Rob Francais.  "Under her direction, our clients will continue to benefit from in-person meetings in a personal setting on a regular basis with a dedicated team of financial experts who advise on every aspect of wealth management—from buying a home and property management of multiple homes to preparing children for college and structuring a legacy gift to an educational institution."

"I often ask new clients, 'When was the last time your CPA, estate planning attorney and investment advisors met to coordinate an optimal plan for you and your family?'" said Michelini. "While they may not initially appreciate the power of bringing together all these pieces, once they've experienced it, they can't imagine what life would be like without using this approach to managing their financial lives."

Aspiriant clients discover a new-found freedom to go about their lives - focusing on their careers or children, traveling extensively, or pursing other passions - without the worry of having to pay bills or gather annual tax information. They have peace of mind knowing that they have an exceptional team of professionals looking after all things mundane and complex. Clients experience a profound shift in ease of decision-making and clarity of purpose and priorities. This trust in Aspiriant's abilities leads to lasting, meaningful relationships and a rewarding feeling for all involved.

More About Nikki Michelini 
Nikki Michelini, who specializes in serving Aspiriant's most affluent families, brings a deeply caring, high-touch and personal approach to clients. She has extensive experience in working with C-suite executives and family-owned enterprises on a range of issues from advising on equity compensation, concentrated positions, liquidity event planning, and business succession, to wealth transfer planning for family and philanthropy purposes, education and preparation of next generation wealth inheritors, and family stewardship and family and philanthropic legacy. In addition to her client service responsibilities, Michelini has contributed to Aspiriant with leadership roles in the areas of business development, client service offering development and enhancement via serving on Aspiriant's Client Service Committee and co-chairing the firm's Wealth Planning Committee and managing a Family Office Services' team of seasoned Wealth Management professionals.

Prior to joining Aspiriant, Michelini was a Client Service Manager in the Family Office Services group at myCFO. While at myCFO, she also contributed to developing the family office, estate planning and philanthropy service offering and platform for the firm. Michelini began her career in the Personal Financial Services group at PricewaterhouseCoopers, where she focused on tax, retirement and estate planning for affluent families.

About Aspiriant
Aspiriant is a leading independent wealth management firm in the U.S. with more than $12 billion of assets under management and advisement. The firm provides a full range of wealth management services for over 1,700 individuals, families and institutions throughout the country with offices in Los Angeles, San Francisco, Silicon Valley, New York, Boston, Minneapolis, Milwaukee, Cincinnati, San Diego and Orange County. For more information, visit www.aspiriant.com.

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