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:
Family Office
We help Families in Business navigate the complexities of multi-generational financial affairs
Enterprise Oversight
We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.
Wealth Management
Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.
Wealth Transfer
We help clients explore tax-efficient strategies for transitioning wealth and legacy to the next generation and charitable giving.
Philanthropic Planning
We guide affluent families to use their wealth for impactful societal contributions while preserving their legacy.