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Our family office is most often utilized by ultra-high net worth clients and busy executives but is also available for clients requiring support during unexpected life events.\r\n\r\nOctavia Group is intended for Ferguson Wellman and West Bearing clients with a minimum of $10 million managed by our firm. The monthly fee is based on services engaged and complexity of financial profile, with a commitment of at least one year.\r\n\r\n\r\n",{"instance":43},{"__typename":44,"threeColumnTextItems":45},"ThreeColumnTextComponent",[46,49,52,55,58,61,64,67],{"heading":47,"body":48},"Daily Expense Management","Daily expense management means tracking and monitoring your everyday spending. It helps, avoid unnecessary costs, mitigate fraudulent activity and save more over time.",{"heading":50,"body":51},"Consolidated Financial Reporting","Consolidated financial reporting provides an in-depth view of your assets and cash flows to gain insight and establish fast, confident financial decisions.",{"heading":53,"body":54},"Risk and Insurance Assessment","Risk and insurance assessment identifies potential risks and determines the right insurance to reduce financial loss.",{"heading":56,"body":57},"Technology Support","Technology support from Octavia Group helps create reliable, efficient operations, quick issue resolution and secure operations for your personal computers, keeping everything running smoothly.",{"heading":59,"body":60},"Lifebook: Financial Document Organization","Octavia Group’s Lifebook helps organize life and financial documents in one place, making them secure and easier to access and track.",{"heading":62,"body":63},"Tax Document Coordination","Tax document coordination involves organizing, collecting and managing all necessary tax-related documents in one place. It improves accuracy, timely filing and a smoother tax preparation process.",{"heading":65,"body":66},"Cybersecurity and Personal Security Assessment","A cybersecurity and personal security assessment evaluates potential digital and physical risks to protect sensitive information and promote overall safety.",{"heading":68,"body":69},"Concierge Services","Octavia Group's concierge services provide personalized assistance with tasks, service coordination and day-to-day needs. They help save time, reduce stress and deliver a seamless, high-quality experience.",{"instance":71},{"__typename":72,"heading":73,"ctaLabel":74,"teamMembers":75},"FeaturedTeamComponent","Our Family Office Team","View Full Team",[76,90,103,116],{"fullName":77,"title":78,"slug":79,"image":80}," Maria-Clara Conlin","Operations Associate 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Russell","katherine-russell",{"id":120,"alt":24,"caption":5,"assetUrl":121,"assetUrlXs":122,"assetUrlSm":123,"assetUrlMd":124,"assetUrlLg":125,"assetUrlXl":126,"assetUrlXxl":127,"width":89,"height":89},"280","https://www.fergusonwellman.com/system/uploads/fae/image/asset/280/Russell_Katherine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/280/xs_Russell_Katherine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/280/sm_Russell_Katherine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/280/md_Russell_Katherine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/280/lg_Russell_Katherine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/280/xl_Russell_Katherine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/280/xxl_Russell_Katherine.jpg",{"instance":129},{"__typename":130,"zigZagItems":131},"ZigZagComponent",[132,146],{"imageTitle":24,"captionText":133,"image":134,"coin":24,"body":144,"pdfListHeading":24,"zigZagItemPdfUploads":145},"Maria-Clara Conlin, Danielle Hart, George Hosfield and Jade Thomason",{"id":135,"alt":24,"caption":5,"assetUrl":136,"assetUrlXs":137,"assetUrlSm":138,"assetUrlMd":139,"assetUrlLg":140,"assetUrlXl":141,"assetUrlXxl":142,"width":143,"height":143},"1042","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1042/OG_tile2.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1042/xs_OG_tile2.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1042/sm_OG_tile2.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1042/md_OG_tile2.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1042/lg_OG_tile2.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1042/xl_OG_tile2.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1042/xxl_OG_tile2.jpg",1400,"## Designed Around Our Clients\r\n\r\nOctavia Group was created in response to a growing need we saw among clients for trusted support managing the day-to-day complexities of their financial lives. What began as a service for busy executives and ultra-high-net-worth individuals has evolved into our highly personalized family office offering, designed to help clients navigate life’s complexities through every stage of life. Through coordination, oversight and trusted support, Octavia Group brings clarity and confidence, empowering individuals and families to focus on what matters most.",[],{"imageTitle":24,"captionText":24,"image":147,"coin":157,"body":158,"pdfListHeading":24,"zigZagItemPdfUploads":159},{"id":148,"alt":149,"caption":5,"assetUrl":150,"assetUrlXs":151,"assetUrlSm":152,"assetUrlMd":153,"assetUrlLg":154,"assetUrlXl":155,"assetUrlXxl":156,"width":17,"height":17},"127","The Parthenon, a former temple on the Athenian Acropolis in Greece. ","https://www.fergusonwellman.com/system/uploads/fae/image/asset/127/FamilyOffice-Branding.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/127/xs_FamilyOffice-Branding.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/127/sm_FamilyOffice-Branding.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/127/md_FamilyOffice-Branding.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/127/lg_FamilyOffice-Branding.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/127/xl_FamilyOffice-Branding.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/127/xxl_FamilyOffice-Branding.jpg","octavia","## The Inspiration Behind Our Brand\r\nOctavia Group takes its name from Octavia the Younger, a respected figure in ancient Rome who was granted an unusual degree of independence in managing her own financial affairs at a time when few women enjoyed the same authority. Inspired by this example of self-determination, our laurel wreath logo symbolizes the circle of support we provide—bringing together the people, resources and expertise clients need to shape their financial future with alignment and agency.",[],{"instance":161},{"__typename":162,"headline":163,"cta":164},"CenteredHeadlineWithCtaComponent","Reclaiming Time. Managing Complexity. Protecting Legacy.",{"id":165,"ctaAltText":24,"ctaLabel":166,"ctaLink":167},"24","Connect With Our Team","/contact","Octavia Group, Ferguson Wellman's family office, enhances our wealth management services with a private family office focused on bringing clarity, organization and confidence to every aspect of a client’s financial life—delivered with exceptional discretion and care.","Family Office","family-office",{"id":172,"alt":173,"caption":5,"assetUrl":174,"assetUrlXs":175,"assetUrlSm":176,"assetUrlMd":177,"assetUrlLg":178,"assetUrlXl":179,"assetUrlXxl":180,"width":17,"height":181},"73","An apple tree in a field under a calm, cloudy sky","https://www.fergusonwellman.com/system/uploads/fae/image/asset/73/OfferingTile-FamilyOffice.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/73/xs_OfferingTile-FamilyOffice.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/73/sm_OfferingTile-FamilyOffice.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/73/md_OfferingTile-FamilyOffice.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/73/lg_OfferingTile-FamilyOffice.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/73/xl_OfferingTile-FamilyOffice.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/73/xxl_OfferingTile-FamilyOffice.jpg",1480,1783541851322]