Untangle your situation
Understand what you own
Enjoy every benefit
Without a clear plan, the future feels uncertain and overwhelming
And the longer your family waits, the more complicated your situation becomes
As your family and assets grow, so does your need for organization, clarity, and a straightforward plan. At The Family Enterprise Office, we understand how trusts and shared ownership can empower families — or divide them.
That’s why we’ve partnered with Western Reserve Trust Company to offer the highly-specialized services you need to untangle your situation and take ownership of what you own.
Our problem-solving persistence and careful attention to detail ensure your family is positioned to succeed. Together, our joint team will help you understand your situation, connect you to the right experts and resources, and see each action step through to the satisfying end.
Ready to prepare for your family’s future?
Our Trust and Family Ownership Services include
Ownership Untangling
Business Trust Advising
Expert Sourcing
Unique Asset Oversight
Trust Education
Comprehensive Asset Tracking
Trust Tax Arrangements
Family Foundation Navigation
At The Family Enterprise Office and Western Reserve Trust Company, we’re here to serve and support. We’ll work with your existing advisors, provide proactive oversight, and guide your family into a legacy of success.
“Everyone has been impressed with the caring nature David provides during our meetings. David and his team have provided us the tools we needed to have open communication.”
The Family Enterprise Office is the only team of independent trust and ownership experts in Ohio
Plus, we’ve partnered with Western Reserve Trust Company — the only independent trust company in the state
We understand you want trustworthy guidance. But truly unbiased advice is hard to find because most trust and ownership professionals are aligned with a financial services conglomerate. The hands-on service you need isn’t a part of their core business — and you can tell.
At The Family Enterprise Office, we’ve partnered with families like yours to preserve and develop over $1 billion in value. With our family ownership experience and Western Reserve’s trust administration, you’ll get exceptional, conflict-free guidance, high-touch service, and comprehensive support— every step of the way.
Untangle your situation in three simple steps
Plan
We’ll meet, in person or virtually, to discuss your needs, your concerns, and your goals — and how our joint team can help.
Manage
Together with Western Reserve, we’ll oversee every aspect of your plan.
Thrive
Enjoy the relief and satisfaction that comes from our trustworthy guidance, expertise, and robust services.
“Family Enterprise Office is exceptional at taking the wide canyon of my family’s ideas and pulling it together. They worked us through the tension of having different views in a way that closed the gap. We finally got consensus and clear decisions. It was amazing.”
Isn’t it time for a clear, simple, supported path forward?
Five Ways to Improve Communication and Increase Peace of Mind in Your Family Enterprise
Download this free guide to improve your family’s communication — and collaboration.