The goal of our Family Office practice is to streamline the administration and stewardship of your wealth. Our detail-oriented, knowledgeable team and trusted partners will work hand-in-hand with your various advisors and take over the day-to-day responsibilities of managing your family’s financial concerns.
In addition to managing your investments, our team of experts and affiliates can provide customized reporting, family business succession planning, bill payment, payroll services and cash flow analysis, as well as consult on wealth transfer and charitable giving.