Family Office Services
Our satisfaction is found in helping your family develop a shared vision for the future, an effective decision-making process through family communications and an ownership and governance structure that gives you peace of mind. We do this by serving families who need a higher level of complex solutions to their family and financial needs, coupled with being “your trusted advisor sitting on your side of the table."
"We are passionate about offering high net worth families a trusted and dedicated resource with a deep understanding of their unique generational, planning and tax issues with the solutions they need. It’s our desire to create and execute a comprehensive approach to their business legacy, financial legacy, family legacy and philanthropic legacy."
Our Services Include:
- Comprehensive Financial Reporting
- Income Tax Filing
- Risk Assessment and Management
- Cyber Security
- Financial Affairs Organization
- Wealth & Estate Collaboration*
- Ancillary Services
- Cooperative Decision Making
- Governance Structures
- Family Constitutions
- Charitable Giving Coordination
- Personalized Concierge Services
*Not a registered investment advisor, broker or licensed attorney.