Private Line, LLC

1
Private Line, LLC

• Family Office Services

Our mission is to improve the quality of life for
a limited number of families by providing
personalized, comprehensive solutions to life
administration. Creating efficiencies yielding
monetary and personal rewards..
2
Benefits of A Family Office

• Professional oversight of time consuming and
  complex administrative matters
• Customized, comprehensive reporting of all family
  assets allowing for more insightful analysis of
  holdings
• Immediate access to all relevant estate and tax
  planning documents
• Risk management
• Creation of Family Mission Statement and
  intergenerational education
• Oversight of implementation of estate planning
  strategies including re-titling of accounts
• Facilitate communication between family entities
  as needed

3
Private Line, LLC

• Pure family office services, no internal
  investment management
• Objective, privately owned
• Specializing exclusively in family office
  services
• Superior technology designed specifically for
  family office platform
• Nearly 30 years combined family office and high
  net worth experience

4
Cost Effective

• Mark Feldman (CEO of Inlign Wealth Management)
  estimates that for families with assets of
  roughly 100 million, the total cost of running a
  single-family office is around 1 million a year
  the rock-bottom annual cost for running any
  family office is about 400,000. Worth Magazine,
  May 2004
• A simple but technologically sound family office
  should cost about 1 million per year. That
  breaks down to roughly 750,000 for compensation
  of personnel, and 250,000 for all other
  operating expenses, such as rent and systems.
  All of this expense is in addition to any outside
  investment management or consulting fees,
  fiduciary fees, or other extraordinary expenses.
  Journal of Wealth Management, Fall 2001

5
Cost EffectiveWhat should comprehensive
proactive wealth management cost a client with
200 million in assets, excluding the cost of
money management?Results from Survey of Family
Office Exchange members, presented by Sara
Hamilton at the February 2002 IBC Conference on
Family Offices
6
Professional Alliances

• Removes administrative burdens allowing focus on
  investment management
• Most family offices manage money, presenting
  potential conflicts with existing managers
• Seamless services to clients
• With an internet connection, advisors can access
  relevant client documents from anywhere
• Reduction in data gathering duplication
• Stronger client relationships for advisors
• Lower fees for clients vs. traditional single
  family office

.