FAMILY OFFICE SERVICES
Our Mission is to Secure Your Legacy
Bringing professional resources tailored to your needs, we provide essential services for building and preserving wealth, simplifying your financial life, and fulfilling your family’s legacy. Our dedicated teams support the unique financial needs of ultra-high-net-worth families with experience and empathy.
Consolidated Reporting
A single point of review for your full financial profile, regardless of where your assets are held
Trust & Estate Coordination
Plan creation and administrative support in collaboration with your attorneys and accountants
Personal Banking Solutions
Identify, assess, and oversee banking, credit, bill payment, and mortgage solutions from multiple providers
Insurance Policy Optimization
Negotiate, supervise, and evaluate your important insurance policies
Private Aviation Resources
Help assess and access solutions for private air travel
Family
Coaching
Introduce independent coaching resources to help navigate communication and drive cohesion
Health & Wellness Resources
Provide expert resources, identify and evaluate medical insurance and other options for wellness needs
Identity
Protection
Introduce expert technical resources to protect you and your family’s digital identities
