Large estates require specialized attention.
This may include addressing strategic or special circumstances, including:
- Family members with unique needs
- Charitable activities
- Impact investing
- Proper management of multiple/complex asset structures, including:
- Real Estate holdings
- Corporations
- Trusts
- Partnerships
- Other Entities.
The purpose of our Family Office Service is to assure wealthy families with a level of expertise appropriate for their needs amidst the changing circumstances life presents and inter-generational transitions. We team up with specialized attorneys, accountants, and other professionals to offer our family office clients with greater control and flexibility.