Family Office Services
With a deep understanding of unique challenges and complexities that families with significant wealth face, and that they extend well beyond the scope of traditional wealth planning and asset management, our mission is to simplify the complex.
Leveraging the depth of our professional experience, the breadth of our technical expertise, our connectivity within the family office community, and our intimate familiarity with the strategies employed by other families, we deliver highly personalized solutions addressing the key areas of need for family offices, including:
- Consolidated reporting on liquid and non-liquid assets held elsewhere.
- Customized investment policy creation and execution.
- An open-architecture investment platform.
- Coordination across disparate tax, estate, and financial advisors.
- Broader cybersecurity and privacy risk management advice.
- Ongoing education and sharing of best practices.
- Assistance with lifestyle needs.
Our Family Office Team
Having been there ourselves, our team of family office experts is comprised of former family office CEOs and CIOs, each possessing the technical expertise and professional experience needed to design and deliver fully-integrated, advanced solutions for wealth creation and preservation over multiple generations. For over 30 years, we have served executives, professionals, and families, acting as strategic partners to spot opportunities, foresee obstacles, and deliver consultative solutions.
Family Office Services
Trust & Estate Planning
- Multi-Generational Planning
- Gifting Strategies
- Philanthropic Planning
- Revocable, Life Insurance, and Inter-Vivos Trusts
- Specialty Trusts
- Investment Policy Creation & Oversight
- Customized Portfolio Construction &
- Asset Allocation
- Idea Generation, Due Diligence, and Monitoring
- Open Architecture Platform
- Alternative Asset Classes
- Liquid & Non-Liquid Asset Management
- Direct Deal Flow
- Consolidated Reporting & Administration
- Capital Markets & Global Economic Research
- Trust & Estate Tax Strategies
- State & Local Income Tax Mitigation
- Transaction Analysis
- Tax Law Changes
- Tax Compliance
Family Office Advisory
- Family Governance
- Next-Generation Educational Services
- Expert Network Services
- Vendor & Staffing Advisory
- Operations & Risk Consulting
- Curated Peer-to-Peer Community
- Industry Research, Surveys, White Papers, Podcasts
- Events, Conferences, Webinars, Virtual Symposiums
Specialty Banking & Trust Services
- Private Banking Services
- Specialty Cash & Liquidity Management
- Alternative Lending Solutions
- Residential Mortgages
- Corporate Trustee & Estate Administration
- Specialty Rates & Terms
- Insurance Trusts
- Life Insurance
- General Liability Insurance
- Bespoke Solutions across a broad spectrum