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Family office services

To manage the complexities of substantial private wealth, you need highly sophisticated solutions and broad resources at the institutional level. Our Family Office Services team provides you with the scale and flexibility to manage your wealth, while you also benefit from an intensely focused advisory relationship.

Our Approach

Our relationship with families is about more than managing wealth. It is about managing a lifestyle and helping to build a lasting legacy. Our primary goal is to help our clients by offering relevant and innovative services to simplify the management of complex financial affairs. We provide solutions that are aligned with your specific family values and objectives, and focus on integrating wealth management strategies and education to help preserve and enhance the generational transfer of wealth.

Services

Household Accounting Services

The Family Office Household Accounting Services team provides bill pay, expense management reporting and household payroll administration services to clients.

Tax Services

The Tax Services team offers tax compliance services for personal, trust, gift, private foundation and non-operating business entities; provides comprehensive tax planning and completes various administrative tax functions for clients.

Reporting

Clients who engage Family Office Services for reporting services receive a variety of personalized custom statements, including consolidated portfolio reporting, financial statement reporting and personal cash flow reporting.

Consulting

Family Office Services has the ability to consult with clients on a variety of needs. Consultative services cover a broad range of topics, including asset acquisition and disposition, matters related to the coordination, planning and implementation of family business entities, and risk management and insurance concerns.

A private wealth advisor can help you learn more.

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