Family Office Services
One Team Behind Your Whole Family
For families whose wealth spans people, companies, trusts and foundations. We become the single point of contact who sees everything and keeps it moving together.
What's Included
Consolidated Reporting
One report across personal, corporate, trust and held-away accounts, so you see your full net worth in one place.
Family Governance
Shared goals for how the family invests, spends and gives, agreed across generations.
Tax and Estate Coordination
We lead your accountant and lawyer through one annual plan, so nothing falls between them.
Family Meetings and the Next Generation
An annual family meeting, and education for adult children before they inherit responsibility.
Corporate and Foundation Oversight
Holding-company investment plans, extraction plans and foundation disbursement tracking.
Risk and Insurance Review
Each year we review coverage, ownership and beneficiaries across the family.
A Year with Us
Family meeting and portfolio review
Tax planning with your accountant; corporate extraction plan
Estate and insurance review with your lawyer
Year-end tax moves, charitable giving and next year's cash-flow plan
Are Family Office Services Right for You?
It's designed for families with wealth across several people or entities. Let's talk it through and see whether it fits.