We help families and single-family office leadership organize, plan, and manage their wealth.
Our approach is to treat each situation as a unique opportunity to help solve families’ particular planning and wealth management issues.
We offer experience in multi-generational, highly complex family environments balancing the sophisticated wealth and investment needs of a family with the delicate sensitive demands of families and their respective family systems.
Advisors to Families & Leaders of Single Family Offices
Here are some examples of ways we have helped other families:
Establish or Restructure Internal Investment Teams to Align with Family Risk-Profile
Determine Best Practices in Tax Compliance & Reporting
Establish Client Service function as part of holistic Wealth Advisory Service Model
Analysis of Business Model to ascertain and ensure Sustainability of office for generations
Advice and Counsel on Family Office and Family Governance including Evaluation of Committees and Development of Individual Roles and Responsibilities
Assessment of Overall Service Model to Align with Family’s Future Generational Needs and Requirements
A Collaborative Approach
We embrace collaboration, empowered decision making and continuous learning.
We strive to balance the leadership of the office with the ideals and vision of the family and establish them as an emotional unit to ensure alignment of our work.
We provide personalized:
Leadership of Investment function to align with Family’s Goals and Objectives
Financial Planning and Client Service Model to Service the Multiple Generations of the Family
Advice and Counsel to Support the Transition in Generational Leadership in the Family and Family Office Team
Experience in Accounting, Income Tax, and Estate Tax Issues
Access to Top Trust Advisors in the Country
Philosophy of Philanthropy to Align with a Family’s Values Across Generations
Focus on Alignment
Are you a President or Principal of a single-family office?
Are you in the process of establishing a single-family office?
Are you part of a family of wealth considering establishing an office?
Are you in search of financial planning and strategy for multiple generations of wealth?