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Family Office Services

We offer a boutique fiduciary model intentionally limited to a select group of UHNW families and institutions to preserve high-level service. We place an emphasis on unbiased bespoke solutions, not products, sourced globally and tailored to each client’s unique needs and preferences.

Advanced Estate Planning

Integration of investment goals with estate planning, philosophical, and philanthropic goals

CIO Services

Comprehensive asset allocation oversight, risk optimization, due diligence and performance monitoring.

Tailored Financial Reporting

Consolidated cross-balance sheet reporting, including private assets, visible within a single portal and customized to each family’ s preference.

Tax Strategy and Planning

Proactive solutions to minimize tax exposure. Entire tax picture assessed to avoid costly mistakes. 

Family Governance and Education

Guide your wealth decisions across generations. Next generation education. Liquidity counseling. Helping families craft their legacy.

Public and Private Investments

Unique access to both private and public deal flow leveraging a network of syndicate participants. Advisory services related to mergers and takeovers. Project Counseling. Loan Syndication

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  484-889-7270