Family Office Services
A Single Family Office Serving Multiple Families
Every family has its own unique set of requirements.
From basic administrative support, to complete management of the family business including coordination of financial and lifestyle requirements, there are endless possibilities when meeting the needs of a family.
Customized Services To Fit Your Needs
A successful family office must align strategically with your family’s mission, embrace technology, and offer flexibility to adjust to your evolving family dynamics. Our family office development process involves the following:
Discussing your family’s needs, goals, objectives, and legacy
Documenting these requirements by creating a family mission statement
Determining the services needed to achieve your goals and objectives
Developing a family office structure that considers technology requirements, cost, service levels, staff, and outside advisor coordination
Implementing the optimal family office structure
Conducting an annual assessment and adjusting as needed to realign with your family’s evolving dynamics
Related Services
We offer customized tax planning solutions to maximize your wealth and help you reach your goals.
