Family Office Services

We employ a disciplined and structured approach to work closely with families to manage their personal affairs, ease the burden of their administrative responsibilities, and provide risk management. We offer a broad range of services, which are coordinated with key family and business team members. We apply our proven expertise and attention to detail in the following areas:

• Banking needs
• Bill paying, financial records and cash management
• Household payroll and reporting
• Coordinating income tax and other compliance filings, including capital gains
• Preparation of budgets and cash flow management
• Reconciliation of bank and investment accounts
• Coordinating information flow with ongoing service providers
• Tracking and analysis of family assets
• Document and record management
• Succession and estate planning, including trusts