Family Office
Simplify & Clarify
The Highest Level of Service
We serve a limited number of families to ensure that every client receives customized advice and exemplary service.
Strategy & Coordination
We understand the inherent complexity of multi-generational wealth and provide the essential strategy, coordination and administration to manage it well. We serve as a single point of contact for all areas of a client’s financial affairs, coordinating with other advisors such as attorneys, accountants, bankers, investment managers and insurance agents while delivering customized advice and personalized service to meet our clients’ goals.
Cash Flow Management
- Optimize cash planning and management
- Prepare historical and forward-looking cash flow analysis
- Coordinate wires and other money movement
Estate Planning
- Identify planning opportunities
- Formulate and implement planning strategies with attorneys
- Manage trust and entity administration
Tax Planning
- Analyze tax issues and opportunities
- Develop planning strategies with accountants
- Gather and organize tax documents and arrange tax payments
Risk Management
- Evaluate/recommend asset protection strategies
- Analyze property and casualty insurance coverage
- Analyze life insurance analysis and consulting
Family Strategy & Governance
- Organize and lead family meetings
- Educate current and next generations on investments, trusts, budgeting, etc.
- Facilitate creation of governance for co-owned family real estate and businesses
Philanthropy
- Optimize charitable entity selection (charitable trust, private foundation, donor advised fund)
- Summarize and track charitable gifts and grants
- Negotiate multi-year gifts with charities
- Proffer strategic philanthropy consulting and advice
Other
- Assist in real estate purchases and financing
- Consult on private aircraft
- Maintain electronic inventory of documents and records
- Provide bill payment services
