Our multi-family office exists to serve the financial and lifestyle needs of your family and its future generations. We partner with your family to provide objective, experienced guidance to help you navigate the many blessings and challenges associated with wealth.
Our fully integrated family office solution is for the family that seeks the many benefits of having their own family office but doesn’t wish to take on the burden of hiring, managing and retaining staff.
We oversee and manage the complex financial lives of wealthy families, with an ultimate goal of preserving family wealth. We realize each family is unique—as is every family office relationship we have. Therefore, our range of services is wide and fully adaptable to your needs.
The services generally provided are as follows:
- Streamlining financial operations
- Income and estate tax planning
- Banking and credit management
- Asset allocation and investment management
- Insurance coordination for risk management
To discuss your needs, please contact us. We’ll schedule a time to meet at your convenience.