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Family Office Services

Our Family Office Services are nationally recognized for our expertise and bench strength of over 120 dedicated Family Office professionals. Our advisors do not sell products, manage assets or earn commissions. This allows our Family Office Services team to provide objective advice on taxes, audit, cybersecurity, operations, internal controls, technology, wealth transfer, due diligence, investments, back office including bill pay and bookkeeping, and other business and family concerns in support of a families’ mission.

Each Family Office client has a single lead relationship partner; while each client experience requires a customized service approach. We start the client experience by listening and helping you identify your challenges and goals. It is important for us understand if the family office is mature or just forming after a significant financial event. Most engagements start with one or more of our core service offerings as outlined below.

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Our Team

Our Family Office Services Group provides affluent families and single family offices throughout the nation a complete range of planning, value added, risk mitigation, and compliance services.