FAMILY OFFICE SERVICES
WE HELP AFFLUENT FAMILIES NAVIGATE THE COMPLEXITIES OF WEALTH BY COORDINATING INVESTMENTS, TAX STRATEGIES, ESTATE PLANNING, FAMILY GOVERNANCE, AND DAY-TO-DAY FINANCIAL MANAGEMENT
At the heart of our Family Office Services is a commitment to delivering integrated solutions that address the full scope of wealth management. We provide customized investment oversight, tax-efficient estate and wealth transfer planning, family governance support, access to tailored lending and liquidity solutions, and lifestyle administration—ensuring each family’s wealth strategy is aligned, simplified, and built for generations.
CORE SERVICES
COMPREHENSIVE WEALTH COORDINATION
We provide strategic oversight across all facets of wealth, ensuring alignment of investment strategies, wealth planning, risk management, liquidity planning, lending and cash flow management.
ACCESS TO PRIVATE MARKETS
We help families access direct and fund-based opportunities in private equity, private credit, and alternative investments through carefully vetted institutional channels.
FAMILY GOVERNANCE & LEGACY PLANNING
We help families create governance structures, facilitate family meetings, design succession frameworks, and provide education that prepares future generations for responsible stewardship of wealth.
LENDING SOLUTIONS & LIQUIDITY ACCESS
We provide access to customized credit solutions, including securities-backed lending, tailored lines of credit and real estate financing—seamlessly integrated into the family’s overall wealth plan.
LIFESTYLE & ADMINISTRATIVE SERVICES
We help simplify day-to-day financial management by offering support for cash flow tracking, bill payment, budgeting, and coordination with outside professionals such as CPAs, attorneys, and trustees.
PHILANTHROPY & IMPACT PLANNING
We help families design and manage charitable giving strategies that reflect their values, align with tax and estate objectives, and promote long-term impact.
TAX PLANNING STRATEGY & COORDINATION
We provide high-level tax analysis and strategy design to help optimize wealth structures, gifting, and estate plans; we coordinate closely with each family’s CPA and tax professionals for preparation and compliance.
