Family Office Services

Our Family Office Services team partners with clients navigating significant wealth and complexity, Fortune 500 senior executives, founders, and multigenerational families. We transform long-term vision into actionable strategies and manage the details that keep progress on track. From aligning multigenerational goals to coordinating advisors, we help you protect, grow, and confidently use your wealth for what matters most.

• Provide integrated financial, investment and tax planning advice
• Aggregate and manage investments held at multiple custodians
• Oversee annual preparation of income tax returns
• Develop and manage implementation of estate plans
• Create financing plans for family transactions 
• Expertise in optimizing executive compensation and benefit plans
• Extensive experience in employment contract analysis and negotiations