Meeting in a family office advisor FAMILY OFFICE
Wealthy families have many moving parts. Centralization of management, oversight of investments, tax strategies and legacy planning facilitate not only their peace of mind, but also provides efficiency, economies of scale and completeness of understanding of the entire family structure.
Once reserved for the uber rich by way of its own full-time staff, “family offices” have found their way into mainstream family wealth planning, oversight and management.
Consolidation of such factors as taxation, family-business counsel, investment oversight, charitable giving, business and wealth transfer and insurance needs provides a total outsourced solution for families looking for a centralized hub for all of their family financial matters.

FAMILY OFFICE-SPECIFIC SERVICES

  • Back office services – banking, bookkeeping, budgeting, document management and cash management
  • Corporate services – business structure, corporate taxation, cross-border consulting
  • Investment oversight – managing the managers
  • Real-estate management – personal, investment and operational assets
  • Consolidated reporting
  • CFO-type financial services
  • Charitable giving and legacy consultation
  • Family business advisory board services and corporate governance
  • Human resource management, including payroll management, hiring/firing and transition management
  • Private investment consulting, including operational oversight and risk management
  • Insurance consultation – life and other
  • Succession and transition planning
  • Trust services
  • Wills and estate planning
  • Estate administration
  • Estate executor services

A VARIETY OF CLIENTS

  • Business owners
  • Families
  • Individuals
  • Retirees

TESTIMONIALS

MEET OUR FAMILY OFFICE TEAM

For more information on our Family Office services