Equipped with more than 47 years of experience working with ultra-high-net-worth individuals, we understand the challenges and opportunities you face. Our primary goal is to help grow your wealth and protect your family’s financial legacy while preparing and educating the next generation. To that end, we believe that each client is unique and each portfolio should be as well. Likewise, the personal and investment goals of your family office and the principles that define it will always guide the expertise we provide.
When working with a family office, our professionals use a collaborative approach to provide assistance in the areas of asset management, financial planning, lifestyle management, and more. We offer personalized service, knowledgeable advice, and a customized investment approach designed to help achieve the goals of your family’s current and future generations. Our family office services include but are not limited to:
- Bill paying and budgeting
- Estate and wealth transfer planning
- Expense management
- Personal financial statements
- Tax and legal coordination
- Charitable giving
- Family wealth education
