^Blog Three60’s Family Office: Your “Easy Button”

For years, the financial industry has focused on investment management and tax strategies as the primary role of an advisor. While these are important, they often miss the deeper concerns families share with us: “How do I manage the complexities of all my financial decisions?” and “Who will guide my family if I’m no longer here?”

These questions reveal a greater need: families want more than someone to manage investments. They seek a trusted partner who offers ongoing support and guidance throughout life and steps in during life’s hardest moments to alleviate stress and ensure their family is cared for. Creating a strong connection and providing a reliable “easy button” for day-to-day guidance or crisis situations is key to delivering true peace of mind.

What is the “Easy Button”?

The “easy button” provides immediate reassurance, guidance, and support for financial decisions, especially during life’s most stressful times. Whether it’s navigating the sudden loss of a loved one who handled the finances, deciding how to generate income in retirement, or finding the most tax-efficient way to access funds from a holding company, families often ask: “Where do we even begin?”

The easy button represents having a trusted financial team ready to step in whenever needed, easing the burden of financial stress. With one call, families know they have someone to address their questions, handle challenges, and coordinate with professionals like lawyers and accountants. Beyond logistics, it offers clarity, comfort, and a calm voice during uncertain times.

Finding your “easy button” is about more than solving financial issues, it’s about building a deep, lasting relationship. Ideally, you and your spouse begin this process together, with your children eventually becoming part of the conversation. Starting now ensures a foundation of trust and dependability with a team ready to support your family through life’s most significant challenges.

Peace of Mind, Simplified

True planning extends beyond investments and tax strategies. It’s about giving families the confidence that a trusted team is always there to guide and support them, in both hardships and daily life.

The “easy button” means peace of mind. It’s the assurance that, no matter what happens, your family has a team ready to navigate anything.

If you’re seeking a trusted partner to simplify your life and safeguard your family’s future, let us be your easy button. Three60’s Family Office is the easy button.

Three60 Wealth is an independent, Family Office located in Calgary, Alberta. Our specialty is working with business owners and successful families who have grown tired of the traditional product-focused planning approach. Connect with us for a complimentary planning meeting to see how our services would benefit you. Together, let’s Maximize Your Life’s Work!

Authored by: Braeden Osske, Wealth and Estate Planner at Three60 Wealth