Tailored family office services
Tailored family office services
Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.
To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.
Your family’s values and legacy
Your family’s values and legacy
Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.
A plan for family business succession
A plan for family business succession
You spent a lifetime building your family business. So it’s no wonder that stepping away and handing over control of your life’s work is a difficult and emotional decision. A business succession plan can help guide you through that transition – from establishing controlling and non-controlling interests to the financials.
Let’s talk about all your options and create a strategic plan to help you comfortably move on the next chapter.
