Family Office Services
We assist clients with all aspects of their financial lives and serve as an Investment Quarterback monitoring overall investment risk, return and structural efficiency. This includes consideration of all clients assets, including outside holdings such as real estate, private equity and other asset classes.
We provide guidance on trust and estate planning, asset protection, business sales and philanthropy, and regularly serve as a resource regarding real estate, art, aviation and other significant acquisitions.
We often guide clients on business and balance sheet management, and regularly serve as an independent advocate helping our clients negotiate private banking and lending services on exceptional terms.