Family Office Services

We generally serve as an investment quarterback  for our clients.  In this role we provide comprehensive advice regarding assets managed by us and others, including legacy positions in real estate, private equity and other asset classes. This allows our clients to assign primary responsibility to one party for measuring overall portfolio risk, return and structural efficiency.

We frequently advise on balance sheet management and business organization planning and succession.

We regularly serve as an independent advocate helping our clients negotiate private banking and lending services on exceptional terms.