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.
Ultra-high-net-worth families require a broad range of services. We have developed a program that specifically caters to these needs. Our Family Office services include:
- Investment Strategy and Implementation
- Policy development, manager selection, custodial oversight, special asset-class research
- Integrated Financial Strategies
- Banking, retirement, tax and coordination
- Client Information Management
- Consolidated statements, cash flow analysis, performance reporting, data management
- Wealth Transfer Planning
- Multi-generational snapshot, financial modeling, generational finance training
- Trusteeship Services
- Fiduciary services, investment and beneficiary education, cost analysis and negotiation
- Liability Management
- Property and casualty insurance assessment, RFP services, specialty practice lines of insurance, life insurance analysis
- Operating Entity Governance
- Operating company oversight, benchmarking and cost reduction strategies
- Lifestyle Enhancements
- Bill pay, property management, cash flow management and forecasting, concierge services
- Family Continuity/Client Education
- Family governance, family meeting coordination, coaching and mentoring
- Family Philanthropy
- Foundation creation, coordination and governance; board development
