Family Office

Family posing for photo, smiling, outdoors

Family Office is designed for a family that has enough wealth and complexity to need a high level of financial management planning.

Your lives are busy and fulfilling, often traveling and living in several homes. Business life tends to be blended with family, so coordination and efficiency (time) are key. At this income and net worth level, tax strategies and monitoring are critical. You may be concerned with teaching your children and grandchildren to be good stewards of the family's good fortune and hard work. You want your family to live happy, fulfilling lives and not be overburdened and stressed once they inherit this responsibility. Helping your family develop multifaceted plans and manage and coordinate all your professional advisors is critical, as is assisting the family after the passing of your parents and grandparents to manage everything.

Interested in learning about our service levels? View our comparison chart.