Protecting your wealth for future generations

WE ARE AN AWARD-WINNING FIRM THAT PROVIDES MULTI-FAMILY OFFICE SERVICES TO MULTI-GENERATIONAL, HIGH- AND ULTRA- HIGH NET WORTH INDIVIDUALS WITH A SPECIALTY IN FIRST-TO-SECOND GENERATION WEALTH TRANSITIONS.

We offer proprietary software solutions that allow you to view your operational and financial information in real time. This ensures your experience is transparent and accurate, and you always have your financial picture on demand.

OUR MULTI-FAMILY OFFICE SERVICES INCLUDE:

• LIFESTYLE MANAGEMENT

  BESPOKE CONCIERGE AND TRAVEL SERVICES

  LUXURY REAL ESTATE & CONSTRUCTION PROJECT MANAGEMENT

  VEHICLE, AIRCRAFT & YACHT FINANCING & MANAGEMENT

  PERSONAL & HUMAN RESOURCE ADVISORY SERVICES

• ACCOUNTING & TAX

  INVOICING & BILL PAY

  FINANCIAL STATEMENTS PREPARATION

  LOCAL, STATE & FEDERAL TAX PREPARATION & FILING

  AUDIT & TAX CONTROVERSY ADVISORY SERVICES

• ESTATE PLANNING & ADMINISTRATION

  ESTATE TAX STRATEGY ADVISORY SERVICES

  WILLS & TRUSTS ADMINISTRATION

  INSURANCE ADVISORY SERVICES

  TRANSITION PLANNING & ADMINISTRATION

• FAMILY AFFLUENCE PLANNING

  FAMILY GOVERNANCE

  MULTI-GENERATIONAL PLANNING

  FISCAL & PERSONAL EDUCATION

• INVESTMENT STRATEGY AND MANAGEMENT

  DIRECT INVESTMENT SUPERVISION

  ALTERNATIVE INVESTMENT DUE DILIGENCE

  ASSET MANAGER IDENTIFICATION & DUE DILIGENCE

  BUSINESS TRANSITION PLANNING & ADMINISTRATION

  LIQUIDITY EVENT PLANNING & ADMINISTRATION

• PHILANTHROPIC PLANNING

  CHARITY IDENTIFICATION & DUE DILIGENCE

  ACCOUNTABILITY & EFFICIENCY REVIEWS

  FAMILY FOUNDATION ADMINISTRATION