Axis Capital Management Services serves as your Comprehensive Family Office to assist your family with wealth creation, retention, and management in pursuit of your personal and financial goals.

What are the advantages of  Axis Capital Management Services?

Comprehensive - Unlike other advisory firms,  Axis Capital Management Services offers expertise in all key areas of wealth services: Tax Planning and Compliance, Investment Advisory Services, Estate and Trust Services, Risk Management and Insurance, Philanthropy, and Expense Management and Financial Reporting. Our Investment Advisory Services include investment analysis, asset allocation, manager selection, asset placement, plan monitoring and resource provider management.

On Your Side -  Axis Capital Management Services acts as your advocate in selecting top tier professional service providers. We also monitor performance to ensure they are pursuing your best interests.

Objective - We work with your current advisors, independent third-party providers and our own internal specialists as a unified team. Our goal is to build the best possible group of advisors for your wealth strategy. You are not locked into any single financial institution's proprietary products or services.

Coordinated - You have a dedicated Client Services Director as your single point of contact who coordinates the delivery of services from a multidisciplinary team of specialists. All of our services are delivered with the highest level of personalized attention.

Transparent -  Axis Capital Management Services is a fee-only based service. All of our fees are clearly detailed in our service level agreement.

Accountable - Our technology platform delivers comprehensive reports that encompass your entire wealth management strategy. You get a clear picture of how every facet of your finances is performing, both individually and relative to your overall plan. And we are judged by the results we deliver.

Customized - At  Axis Capital Management Services, we understand the needs of affluent families. We have made the investment to build a business that is tailored to your unique situation while at the same time, offers the support and infrastructure of a large organization.

Flexible - You have the flexibility to choose our Comprehensive Family Office solution, or to access specific services to enhance your existing family office capabilities.