Family Office Services

We assist families in building, managing, and preserving their wealth through tailored financial services. The family office integrates resources to facilitate asset protection, risk management, inter-generational transfer of wealth, financial education, family values and philanthropy.

Act as the Primary Advisor to the Family and Family Business
Global reporting and allocation
Collaborate with the family’s team of service providers including:

  • CPA
  • Banker
  • Attorney
  • Insurance Agent
  • Financial Advisor

Management of alternative assets:

  • Private debt
  • Private equity

Family governance

  • Family meetings
  • Board meetings
  • Financial Planning
  • Estate Planning