Family Office Services

At Sabal Trust, we are committed to helping you create an impactful financial legacy. Our Sabal Trust Family Office acts as the central coordinator for directing family members, employees, attorneys, CPAs and trusted advisors.

We conduct regular family meetings, including multi-generational meetings to educate the next generation.

Our Family Office Services include lifestyle services, legacy planning, family development and financial oversight.

For more information please email Lucas DeVicente: LDEVICENTE@SABALTRUST.COM

  • Personal CFO
  • Household Payroll
  • Life Care Planning
  • Insurance Review
  • Concierge Travel

  • Estate Planning Review
  • Trustee & Personal Representative
  • Charitable Endeavors & Foundations

  • Next-generation Education
  • Family Governance
  • Meeting Administration

  • Investment Management
  • Financial Planning
  • Account Aggregation
  • Net Worth Reporting
  • Unique Assets & Private Equity
  • Tax Coordination

  • Corporate Trust Charter—serves as Trustee and settle estates
  • Bill paying service
  • Tax-planning strategy with advisors
  • Disciplined investment management structure in place
  • Deep network of service providers
  • Real estate management
  • Home health care providers
  • Wealth access—account aggregation of outside investments
  • Charitable Endeavors & Foundation account platforms
  • Dedicated service team