Family Office Services

concierge level service and management for your family's financial needs

Our Family Office services combine all of our firm's intellectual capital to solve the complex financial needs of wealthy families. We act as a single point of contact for families in need of an integrated financial support team.

Services include:

  • Investment management across multiple generations
  • Investing within complex trusts
  • Charitable giving strategy and tactics
  • Multi-generational wealth planning
  • Quarterly coordination with accountant for estimated taxes
  • Monthly account reconciliation and cash flow projections
  • Budgeting and net worth statement preparation
  • Bill payment preparation
  • Coordination of tax planning and preparation with accountant
  • Estate plan review and collaboration with client estate legal counsel
  • Dedicated senior tactical support for family financial needs