Family Office Services
We simplify the many demands of life to help our clients pursue what they are passionate about…
While significant wealth brings many benefits for individuals and families, it can also mean major challenges and shifting responsibilities in a sophisticated and complex world. Our Family Office practice offers a comprehensive set of integrated services to individuals and their families, Single Family Offices and Multi-Family Offices.
Our clients, as well as their wealth advisors, attorneys and bankers appreciate our proactive approach, bringing a strategic perspective to our clients’ needs. We work alongside our clients’ trusted team to coordinate efforts for the full scope of life, family dynamics and investment-related issues.
We work closely with each client to develop a comprehensive Family Office Plan customized to meet their unique needs. We can function as a personal Family Office or supplement an already existing Family Office with experienced professionals whose skills range from accounting and financial reporting as well as CFO-level assistance. We provide services ranging from the more strategic concerns such as succession planning, philanthropic giving and complex tax, trust and estate issues to more tactical daily and monthly management matters such as accounting services, bill payment and consolidated reporting.