Family Office Services

Multigenerational wealth management requires a coordinated and integrative approach across a broad spectrum of sophisticated services. We utilize this core philosophy to act in a fiduciary capacity as a “Family CFO”. We manage the financial affairs of our families across multiple platforms and professionals, and when appropriate, help supplement the team with vetted specialists. We help simplify challenging issues including investment due diligence, risk assessment, and philanthropic desires. We often compile and provide consolidated reports of various assets and analyze the insurable risk of each asset.

In addition to helping grow and preserve a family’s wealth, we endeavor to establish and maintain family harmony. Through the facilitation of educational retreats, the establishment of family governance documents and regular communication, we can help foster and promote family unity.

Our Family Office Services include:

• Wealth and Investment Management
• Insurance and Annuities
• Risk Management
• Family Business Succession Planning
• Legacy and Estate Planning