What We Deliver
The structure of your family office dictates the scope of our engagement and how we work with you.
Wealth & Investment Planning
We provide comprehensive wealth planning that is driven by your family’s unique goals and objectives. This work includes manage of your cash flows and tailored guidance on liquidation strategies.
Comprehensive Balance Sheet Reporting
We provide a penthouse view of your family’s entire balance sheet, including detailed reporting on outside investments such as private equity and real estate holdings.
Closely Held Business Advisory
We work with you to maximize the value of your enterprise, whether you plan to sell all or a portion of the business, or whether you decide to implement a succession strategy. This work also helps you optimize the structure of your organization and retain key employees.
Sophisticated Tax Planning
We work closely with your CPAs and tax attorneys to develop a comprehensive tax strategy that is driven by your larger wealth management strategy.
Estate & Legacy Planning
We help you educate and inform the next generation of wealth stewards in your family, and we collaborate with estate planning attorneys to ensure your estate plan captures your vision for the future.
We help you define your giving objectives and then give in the most efficient means possible. Throughout the process, we provide management and oversight to the financial gifts your family makes.
We help you define the financial risks that your family faces and provide guidance on the insurance solutions that can mitigate those risks.
Planning & Investment Advice, For Families Like Yours
Since 1995, we have provided comprehensive guidance to help families effectively manage generational wealth and leave a financial legacy they can be proud of.