Family Office

Our Family Office Services group manages investment portfolio, estate planning, real estate, staff and other provisions for affluent, multi-generational families. Regardless of whether your family has been building wealth for decades or has recently experienced a significant liquidity event, Family Office Services are designed to help you build your legacy through providing education across generations and creating a customized plan.

Services vary, but may include:

  • Comprehensive financial planning
  • Risk management
  • Investment, tax, estate and financial planning services
  • Day-to-day accounting and bill payment
  • Philanthropy planning
  • Succession planning
  • Management of investment portfolio, real estate and other provisions