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.
Our family office services
-
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
-
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
-
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
-
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
-
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
-
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
-
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