services

Families-in-Business

We offer a full range of family office services, which we custom-fit to your own unique business, professional and family needs.

As a family office, we provide our clients with a full range of services designed to ensure that they have the confidence to make decisions that will impact their family enterprise for generations to come. These services fall into five primary categories:

Wealth Management

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.

Family Office

We help Families in Business navigate the complexities of multi-generational financial affairs

Wealth Transfer

We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.

Enterprise Oversight

We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.

Philanthropic Planning

We guide affluent families to use their wealth for impactful societal contributions while preserving their legacy.