Family Office Services
For families with net worth of $10-50+
The time and attention required to manage complex finances effectively can be
overwhelming. Investment programs have to be planned and implemented. Financial
information needs to be collected, taxes paid, legal entities structured. Changes
in personal circumstances, especially business transitions, can further complicate
matters. Whether it is day-to-day financial management or serving the needs of
a large, multi-generational family, many wealthy individuals may not have the
time, interest, or expertise to take on these tasks.
Many families have traditionally relied on a family office to coordinate, control,
and organize their wealth. Advances in technology have facilitated the growth
of an attractive alternative: a "virtual" family office, in which some
or all family office functions are outsourced to third-party providers. This can
make the family office structure an even more convenient and cost-effective way
for families to keep track of their wealth. Whatever course you choose, we can
help you deal with ongoing financial needs or coordinate multi-disciplinary solutions
with family office expertise.
As with everything we do, we integrate our specialized advisory services into
your overall wealth management plan to include your investment, estate planning,
and financing objectives. We work with you and your advisors to find the best
way to leverage our capabilities for the benefit of you and your family.