FAMILY OFFICE SERVICES

Comprehensive & Flexible Solutions for Complex Financial Needs.

We custom-build and manage family offices for our clients. This tailored offering provides comprehensive services leveraging our existing infrastructure.

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Integrated Wealth Management

Custom strategies encompassing asset management, risk mitigation, and legacy planning.

  • Customized portfolio management

  • Investment selection & monitoring

  • Cash flow planning and management

  • Estate planning in coordination with attorneys

  • Foundation services and charitable gift administration

  • Financial planning, Insurance planning (life, property & casualty)

  • Banking & credit facilities

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Accounting & Recordkeeping

In-depth collaboration with legal and tax professionals to optimize asset protection and intergenerational wealth transfer.

  • Detailed ledger of all financial and personal transactions

  • Comprehensive tailored financial statements

  • Investment performance reports

  • Coordination with CPAs for all tax compliance services

  • Electronic filing of investment & personal files

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Full-Spectrum Concierge Services

Handling of personal affairs from travel arrangements to daily financial management, ensuring all client needs are meticulously addressed.

  • Bill-paying, cash receipts, and other money movement

  • Family travel arrangements (including private aircraft administration)

  • Property management

  • Calendar management

  • Coordination of vendors

  • Personal assistant

  • Granville office space (if applicable)

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