High Net Worth Families

Our clients include Family Offices from the one-person office to those that contain 100 people. We can complement your trusted team, or coordinate efforts on your behalf.

You will have a dedicated relationship team to serve your complex needs. This includes a collaborative team of professionals from the estate, business, and tax disciplines to provide the scale of planning, advice, and resources needed.

Accounting & Reporting

Our experts will provide detailed financial statement reporting, a true general ledger, cash management and workflow standards.

Bill Paying & Budgeting

We will sort, evaluate, and pay any bills you designate, keeping you informed throughout with personalized reporting.

Estate, Gift & Trust Planning

We employ advanced planning and wealth preservation strategies to help you preserve your legacy and achieve your philanthropic goals in the most tax-efficient way.

Retirement

We will select the best retirement strategies available based on your circumstances so that the control of your financial future is in your hands.

Succession Planning

Our experts will provide guidance on best practices for integrating the next generation into the family office’s decision-making process or develop succession plans to maintain a smooth transition of ownership.

Tax Planning & Compliance

We inform you of legislative changes and the impact these changes have on your wealth planning goals. We will deliver creative solutions and quality tax advice while identifying opportunities that benefit our cleints.

Valuations

We produce comprehensive analyses and deliverables that reflect our technical depth and extensive experience with complex valuation issues and diverse industries.