Family Office Services

Comprehensive private client services and support for all our families

We understand our families have needs beyond the daily investment management services. Through our network of partners and providers, we can facilitate many other services such as estate planning, tax, real estate acquisition, cash management and lending.

A broad network of professional service providers is available to integrate with your wealth management strategy

Tax-efficient portfolio construction with the help of a top notch accountant

Ability to develop a cash management plan for client withdraws

Structure a family board to facilitate decisions for family members

Network of Life Insurance experts to integrate life insurance to the client's portfolio

Ability to help clients with everday life management services

Network of lawyers to help clients with asset protection, and other estate issues

Develop charity and other philanthropic alternatives to improve tax efficiency

Network of top real estate brokers to help the client acquire property throughout the United States