Our Family Office Team provides highly personalized services while maintaining the highest level of privacy, confidentiality, and discretion.

Our family office professionals employ a disciplined and structured approach to work closely with families to manage their personal affairs and ease the burden of their administrative responsibilities. We provide a broad spectrum of family office services that are designed and coordinated with key members of your investment and business team.

Our family office services include comprehensive planning, management, and concierge services designed to protect and grow your assets, wealth, and interests. In addition, we provide internal control and operational reviews of family offices to make sure that your family office is in compliance.

Family Office Services
  • Banking needs including wire transfers and credit cards
  • Bill paying, maintaining financial records and cash management
  • Coordinating information through supporting documents and schedules to be utilized for the preparation of tax returns
  • Coordinating information flow with ongoing service providers
  • Developing financial and reporting packages
  • Document and record management
  • Household payroll and reporting
  • Preparation of budgets and cash flow management
  • Philanthropy management and administration including monitoring charitable contributions
  • Reconciliation of bank and investment accounts
  • Tracking and analysis of family assets including collectibles
Concierge Services
  • Scheduling private travel arrangements
  • Personal shopping
  • Review vendor proposals and supervise household services
  • Insurance analysis and oversight
  • Property management

Our expertise working with family offices is vast and we’d like to put our knowledge to work for you. Don’t hesitate to contact us now to learn about our family office services.