Family Office Services
concierge level service and management for your family's financial needs
Our Family Office services combine all of our firm's intellectual capital to solve the complex financial needs of wealthy families. We act as a single point of contact for families in need of an integrated financial support team.
Services include:
Investment management across multiple generations
Investing within complex trusts
Charitable giving strategy and tactics
Multi-generational wealth planning
Quarterly coordination with accountant for estimated taxes
Monthly account reconciliation and cash flow projections
Budgeting and net worth statement preparation
Coordination of tax planning and preparation with accountant
Estate plan review and collaboration with client estate legal counsel
Dedicated senior tactical support for family financial needs