Lowe, Brockenbrough & Company

Family Office Services | Brockenbrough

Family Office Services | Meet every opportunity with an expert at your side. | Trust us to help execute your vision. | Investment ManagementWe build customized and diversified portfolios designed to seek strong risk-adjusted returns while protecting and compounding capital. Learn more | Financial and Wealth PlanningOur advisory approach to wealth planning considers all aspects of your personal, financial, and professional life. Learn more | Bill PayWe can provide access to bill payment and bookkeeping support including personal bill payment, customized expense reporting, and payroll administration. | InsuranceWe can help you see risks in places you might not have thought to look and ensure and manage them appropriately. | Trust and EstateWe can assist with the myriad details that come with planning, protecting, and transferring the wealth you’ve created aligned with your values. Learn more | TaxWe can help facilitate tax planning, preparation, and payments. | Family Education and EngagementThrough thoughtful planning, education, and communication, we can help your family build financial literacy, assist with family governance, and facilitate family meetings so the next generation of stewards are well positioned to build on your legacy for generations to come.  | Charitable GivingWe can help you develop and implement a strategy that supports your family’s charitable wishes while creating a lasting, positive impact. Learn more