Family Office Services
We assume responsibility for the multitude of worrisome
details so you can spend more time on the things only you
can do.
- Investment Management
- Estate Planning
- Trust Administration*
- Family Limited Partnership Administration
- Bill Paying Services
- Budgeting & Cash Flow Management
- Tax Planning
- Debt Negotiation
- Family Meetings
- Business Succession Planning
- Strategic Planning for Businesses
With over 100 years of collective financial services experience, the Patton Albertson & Miller team has the expertise to take care of you and your family.
*Fiduciary services are offered through Provident Trust Company, a representative office of River City Bank.