Family Office Services

Our Family Office solution is designed as a “one-stop shop” for high-net worth or emerging affluent individuals, families, and successful business owners. The service is designed to assist in combating the “paradox of wealth”: wealth accumulation provides unprecedented freedom, yet more of your free time and resources become dedicated to managing your financial affairs. It is the goal of the Family Office to:

      • Be a holistic, central source for managing family wealth
      • Offer solutions for the continuity and governance of your business or estate through an open dialogue between you and your planning professionals
      • Put in place a full fiduciary team to craft, implement, and monitor your financial strategies so that you are free to focus on the things important to you

HIGH-NET WORTH / EMERGING AFFLUENT

  • Investment Management
  • Personal Financial Planning
  • Comprehensive Retirement Planning
  • Multi-Generational Estate Planning
  • Risk Management
  • Accounting and Tax Services
  • Trustee Selection and Evaluation
  • Charity and Philanthropy

 

BUSINESS OWNER / EXECUTIVE

  • Business Planning
  • CFO Services
  • Accounting and Tax Services
  • Retirement Plan Design
  • 3rd Party Administration (Qualified Plans)
  • Benefits Analysis
  • Stock Option Modeling
  • Business Valuation
  • Business Succession / Transition
  • Buy-Sell Agreements