logo v2
Client Login

Our Services

We provide family office services that address current financial needs and take into account the long-term goals of wealth preservation, intergenerational wealth transfer, and family values.  Our emphasis on communication and education ensures that the next generation is well-prepared for their financial responsibilities.  

Investment Management

img Investment Management
  • Customized management of portfolios for each account owner, recognizing the unique needs of clients and trusts.
  • Assessment and management of asset allocation for each investing entity and the family as a whole.
  • Deal flow that is not confined to a limited menu of company-approved options, but rather encourages clients and contacts to explore potential investments.
  • The ability to do group investments to clear outsized minimums or reduce exposure for each participant, along with periodic meetings to discuss opportunities and market trends.
  • Access to our performance reporting platform.

Comprehensive Financial Planning

img Comprehensive Financial Planning
  • Multi-Generational Estate Planning with a strong focus on maximizing gifting opportunities to ensure effective transfer to future generations, along with trust administration and assistance with estate settlement.
  • Income tax planning that includes direct collaboration with CPA’s, organization and coordination of tax-related documents, and a high level review of tax returns.
  • Ongoing cash flow analysis and management to ensure efficient use of assets and resources while monitoring liquidity.
  • Risk management identification and monitoring, including reviews of property and casualty policies to help identify and mitigate potential risks. Life insurance consultation includes providing objective, unbiased guidance regarding the need for coverage, as well as reviewing and monitoring existing policies for continued appropriateness.
  • Family education through direct involvement with future generations, along with facilitation of family meetings designed to encourage communication, engagement, and preparedness for future wealth transition.
  • Assistance with family philanthropic goals, including charitable planning strategies and coordination with broader estate and financial planning objectives.
  • Additional services include access to real-time net worth reporting and bill pay.