Family Office

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

o Real Estate holdings
o Corporations
o Trusts
o Partnerships
o Other Entities.

The purpose of 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.

Our clear goal is to simplify the complex for Family Office clients.