Our dedicated Family Office Services team provides a full range of services tailored exclusively to the multi-generational, and often international, needs of family offices. This includes integrating strategic planning and compliance services with the dynamics and structure of the family unit.
We recognize the importance of confidentiality and have rigorous policies and procedures to protect client privacy and guard client information.
Through our hands-on approach, we build long-lasting relationships with our family office clients, gaining a deep understanding of their goals and attending to all of their financial needs. Combined with our technology and close Partner contact, this ensures that you will have access to our services at all times.
- Multi-Generational Strategic Planning
- Asset Placement & Allocation
- Brokerage Tracking, Bill Paying & Banking Functions
- Preparing & Evaluating Personal Budgets
- Household Staff Financial Management
- Income, Gift, Estate & Generation Skipping Transfer Tax Planning & Compliance
- Philanthropic Planning
- Cross-Border Planning & International
- Tax Compliance
- Private Foundation Tax Planning & Compliance
Contact us to see how we can address the tax, financial and business challenges facing you, your family, and your closely-held business.