Family Office Services

Wealth Management Designed for Your Family

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