WHAT WE DO
At the heart of our family office services is a simple yet powerful goal:
To help ensure the values behind your family’s wealth endure for generations.
Every family is unique—our approach is customized to reflect your specific values, needs, and aspirations. We serve as the central coordinator of your financial life, delivering a tailored suite of services designed to simplify complexity and support long-term goals.
Investment Advisory & Oversight
Your investment strategy should reflect your family’s goals, risk tolerance, and time horizon. We offer disciplined oversight and institutional-quality access across public and private markets.
Our investment services include:
• Investment research and due diligence
• Asset allocation and risk management
• Manager selection and monitoring
• Consolidated performance reporting
• Guidance on concentrated positions and business transitions
• Investment Policy Statement (IPS) development
• Access to private investments and alternative strategies
Private Investment Monitoring
Tracking private assets can be complex. Our tools offer a clear, real-time view of your holdings—so you can stay informed and in control.
We deliver:
• Aggregated reporting across public and private investments
• Secure digital portals and document vaults
• Integrated net worth and allocation views
Cash Management & Liquidity Planning
Whether preparing for a major acquisition or planning for capital calls, we help ensure your liquidity supports your family’s evolving needs.
Our services include:
• Customized cash flow modeling
• Private banking and lending introductions
• Access to investment bankers for strategic business advisory
Investment Tax Planning
While we do not provide tax advice, we work in close partnership with your advisors to optimize portfolio efficiency and reduce tax drag.
Tax-aware strategies include:
• Tax-loss harvesting
• Asset location optimization
• Charitable or structured exits from concentrated positions
• Timing of income and gains
• Tax-efficient withdrawal planning
Estate Planning Support
Your legacy deserves thoughtful planning. We collaborate with your legal and tax teams to help protect and transfer wealth in alignment with your values.
We support:
• Multi-generational wealth transfer
• Estate tax optimization
• Charitable giving and philanthropic structures
Family Governance & Philanthropy
We help families align around shared values, promote generational continuity, and create meaningful impact through structured governance and giving.
Our services include:
• Facilitation of family meetings
• Succession planning and leadership development
• Financial education for rising generations
• Articulation of family mission and values
Advisor Coordination
As complexity increases, coordination becomes critical. We serve as the central hub for your broader advisory network.
We provide:
• Clear communication among advisors
• Streamlined execution of complex strategies
• Unified focus on your family’s objectives