A flexible structure for your sophisticated needs
Our family office-like services can help organize and manage your entire financial life.
We will work closely with your family to:
Create a comprehensive wealth strategy designed to prepare each family member to collectively manage, sustain and grow their wealth across multiple generations
Coordinate a wide range of wealth preservation services, including investment management, accountancy, estate and philanthropic planning strategies.
Provide a clearly articulated, efficient family governance framework for investment decision-making as well as family legacy and business leadership succession.
Deliver concierge services that include access to banking, trust services, document management, recordkeeping, expense management, bill payment, family member support, financial education and wealth transfer planning.
Help ensure confidentiality and privacy for all family members, in order to protect the family’s interests and manage numerous risks.