ResultsA Family Office coordinates customized support across your financial life, including tax and estate coordination, investments, and the impact you want to make.
Our Family Office team coordinates around the complexity of your family, goals, and legacy.
Let Us Create your Family Office
We’re more than Traditional
Wealth Management
| Service | Family Office | Traditional Wealth |
|---|---|---|
| Dedicated financial advisor | Included | Included |
| Integrated tax advisor | Included | Not indicated |
| Public equities & fixed income | Included | Included |
| Direct access to alternative investments | Included | Not indicated |
| Dedicated personal assistant | Included | Not indicated |
| Home maintenance team | Included | Not indicated |
| Concierge travel assistant | Included | Not indicated |
| Tax return preparation and filing | Included | Not indicated |
| Build out estate plan | Included | Included |
| Secure a portfolio line of credit | Included | Included |
| Generational wealth planning | Included | Not indicated |
Family Office clients must meet a minimum investable
asset requirement to qualify
What a Family Office Offers
Managing significant wealth brings complexities that go beyond investment management. A Family Office coordinates the financial and specialized professionals your family needs so you can focus on what matters most.
Integrated TeamIntegrated TeamWe coordinate with your attorney and tax professional so your financial, legal, and tax decisions work from the same assumptions.Talk with our team Personal AssistantPersonal AssistantIf you don't have an assistant - you are the assistant. Spend your time on what truly matters.Talk with our team Private InvestmentsPrivate InvestmentsGet access to different funds across multiple asset classes. Our team also performs diligence on investments upon request.Talk with our team Family ScholarshipsFamily ScholarshipsCreate family scholarships, allowing you to share your wealth and support the growth of your loved ones.Talk with our team Tax and Legal CoordinationTax and Legal CoordinationWe coordinate with your tax and legal professionals to help keep your broader financial strategy aligned.Talk with our team Lifestyle ManagementLifestyle ManagementFrom personal shopping to travel arrangements, we handle the logistics of your daily life.Talk with our team
How we measure success
ResultsA Family Office coordinates customized support across your financial life, including tax and estate coordination, investments, and the impact you want to make.
TimeA Family Office takes responsibility for more than just your investments. We help create time and allow you to focus on what is most important.
AccessA Family Office provides access to custom opportunities - whether that is investments or lifestyle - we are here to increase your access.
ImpactA Family Office helps increase your impact. Setting up family scholarships, philanthropic work or multi-generational planning, we have you covered.We are here to help families build their own team. We want the wealth you have created to be a blessing for generations to come. It’s your wealth–your vision.
Create your own Family Office
We craft a Family Office around your goals, values, and aspirations.
General FAQs
01What is a Family Office?
A Family Office coordinates the wealth, investments, and personal affairs of a single family or multiple families. It brings investment management together with tax, estate, and other specialized professionals through a coordinated service structure.
02Why would my family need a Family Office?
If your family has significant assets, complex financial needs, or requires personalized services beyond traditional wealth management, a Family Office can help coordinate those responsibilities through a more integrated approach.
03How is a Family Office structured?
A Family Office can be structured as a single-family office (serving one family) or a multi-family office (serving multiple families). Each office is tailored to the specific needs of the families it serves, offering a bespoke approach to wealth management.
04How much involvement will I have in the day-to-day operations of the Family Office?
Your level of involvement is entirely up to you. Some clients prefer to be hands-on, while others choose to delegate most responsibilities to our team. We’ll tailor our services to match your preferred level of engagement.
05Can I customize the services I receive from my Family Office?
Absolutely. This is your family office. Everything is structured to meet your family’s unique needs. Whether you require comprehensive management of all your financial affairs or just a few select services, you will have a Family Office that fits what you need.
06How do you measure the success of a Family Office?
We assess progress against the goals and priorities you establish for your wealth, family, and broader affairs. We review the plan with you regularly and adjust our work as your objectives or circumstances change.
07How do I get started with your Family Office services?
Getting started is simple. Contact us to schedule a consultation, where we’ll discuss your needs, answer any questions, and begin the process of tailoring a Family Office solution that’s right for you.