Our experience with Ultra-High net worth families and business owners enables us to provide and/or facilitate various non-investment related Multi-Family Office services.
• Trust and Estate Planning
• Succession Planning
• Family Education
• Philanthropic Endeavors
• Insurance Review
• Expense Management
• Major Purchases (home, aircraft, vehicle, etc.)
• New Home Construction or Existing Remodel
Our goal is to build meaningful and lasting relationships with our clients by providing ongoing assistance, guidance and focus. We help simplify these processes that are often overwhelming among full schedules and other life circumstances.
We have established relationships with numerous third-party service providers and trusted advisors such as CPAs, estate planning attorneys, corporate attorneys, insurance brokers, and bankers to ensure the coordination and completion of a multi-faceted private wealth management plan.