Family Office

Preserve and grow what you have built for you and your family.

Totally Outsourced Solution

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.

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.

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.

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