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Family Officefor Individuals & Families

Supporting Your Family Enterprise Now and for Generations to Come

Our practice provides specialized consulting and services to help you and your family manage the intricacies of significant wealth and stewardship. 

Our Approach

The Family Office practice is dedicated to extending the reach and legacy of some of the nation’s wealthiest families by listening intently, advising intelligently and executing skillfully. We are solely focused on planning, administering, reporting and consulting on the diverse aspects of family wealth.

We recognize that while there are common elements to creating an enduring family enterprise, each family is unique in its interests, priorities and approach. Your team has the knowledge and understanding to deliver solutions tailored to your family’s needs.

Services

Information Management and Reporting

Comprehensive insights to help manage your complex financial picture and support better decision-making and control.  

Oversight and Administration

Experience in implementing and administering your complex and sophisticated wealth plan, including coordinating and communicating with your family and other advisors. 

Accounting

Simplified accounting processes with integrated financial statement, cash flow and expense analysis and reporting, as well as entity and partnership accounting. 

Planning and Consulting

Insights across a broad range of family enterprise considerations, including estate and wealth transfer planning, structure and governance decisions and operational and technology solutions.   

Treasury Management and Bill Payment

Supporting single family offices with full-service bill payment and platform solutions to manage their cash and expenses. 

Related Solutions

Trust & Estates

Guidance and strategies to help fulfill your vision for the future

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Business Transition

Guidance and strategies to help raise capital, sell or transfer your business.

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Strategic Philanthropy & Grantmaking

Personal giving strategies that complement your passions and purpose.

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Art Services

Specialized advice to help navigate the complexities of the art world.

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