Family Office Services

We understand how important it is for high-net-worth individuals and families to cement their legacy. Our professionals work closely with you, your entire family and your advisors to provide personalized solutions to support your overall objectives now and for future generations. With over 30 years of experience, our team is equipped with on target expertise and industry best practices. We can assist you in everything from providing foundational support in creating your single-family office, to offering a full suite of services for existing and multi-family offices. 

Our team is efficient in supporting your mission while creating meaningful relationships through shared experiences. The net worth of our clients ranges from $10 million to $15 billion, but, regardless of the size of your family office, our focus remains on building a lasting relationship as we share in your journey. Your dedicated team will handle the day-to-day tactical responsibilities, while supporting the overall vision of your family’s legacy — leaving you more time to pursue your true passions.

Services

  • Outsourced accounting services
  • Legacy planning
  • Philanthropic planning and reporting
  • Philanthropic oversight and consultation
  • Generational coordination, education and financial literacy
  • CFO services
  • Wealth transfer
  • Cash flow analysis and projections
  • Net worth reporting
  • Unique asset reporting and management