Family Office Services
redefining the modern-day family office
As an independent advocate and an objective resource for our clients, we provide flexible, sophisticated solutions to handle each family’s unique and sometimes complex needs.
With customizable approaches tailored to you, we set ourselves apart by the quality and experience of the personnel performing the services we offer.
Our
Approach
We provide your family with a dedicated engagement team that has a deep knowledge of your unique needs. Working collaboratively with your advisors, we provide financial checks and balances, continuity of services, customized solutions, and a broad network of resources.
Our nimble and entrepreneurial approach anticipates your long-term and short-term needs.
Family Office Services
Management and coordination of various financial aspects including family payables, investment, business and financial administration, trust and estate administration, family legacy and philanthropy, tax document coordination, payroll and benefit administration, bill paying, expense management, investment, and balance sheet administration.
We create an aggregation of a family’s complete financial information, turning it into transparent, unbiased, and comprehensive reports for powerful decision-making tools. Such assets include family income and expense analysis, personal accounting, and net worth reporting.
Lifestyle services include insurance oversight, domestic staff management, investment property administration and household maintenance programs, and other white glove services.
