Whether you’re the head of a family or the head of a family office, you likely spend a great deal of time thinking about the best way to take care of those who count on you. Would you sleep better if you knew you had a team of experts fully focused on helping you maintain the family legacy — safeguarding wealth, optimizing portfolios, minimizing your tax liability, and looking out for every family member? Would your life be easier if you had one expert resource coordinating all your family office’s financial affairs according to specific needs and values, from investment management to philanthropic planning?
Our family office services group provides affluent families and family office executives with a complete range of planning, bill pay, risk mitigation, cybersecurity, and compliance services, wholly tailored to your family or family office, with the flexibility to evolve with changing needs. Some clients benefit from our comprehensive, virtual, or turnkey family office solutions; while other small, midsize, or large family offices will have a more specific need and will choose one or several experts to work with their existing trusted advisors.
Safeguarding wealth means more than just sound investing and tax planning strategies — it also means cybersecurity protection, internal controls, and even family education to make sure the next generation understands how to be good stewards of your wealth. Because we don’t sell products or earn commissions, we provide objective advice on taxes, wealth transfer, investments, and business and family concerns in support of your family mission. We’re here to understand your challenges and goals, whether your family office is mature with a large, sophisticated staff or has just formed after a significant financial event.