Multi-Family Office

As a family’s wealth continues to grow so does the need for additional services and coordination of services.  We partner with professionals and subject matter experts in order to collaborate, and execute on strategies that provide value for ultra-high net worth families.

Services Provided or Coordinated

  • Coordination of Professionals
  • Cash Management
  • Global Asset Allocation and Investment Strategy Consulting
  • Comprehensive Performance Reporting
  • Investment Manager Selection and Monitoring
  • Portfolio Management
  • Estate Planning
  • Philanthropic Planning
  • Life Insurance Analysis
  • Debt Structure and Analysis – Bank Financing
  • Tax Return Preparation
  • Foundation Management
  • Entity Administration (FLPs, CLTs, CRTs, Installment Sales, etc.)
  • Aircraft Consulting
  • Risk Management & Asset Protection Consulting
  • Fraud Detection/Accountability
  • Real Estate Management
  • Family Business Advisory
  • Family Counseling/Family Meetings
  • Sufficiency and Retirement Planning
  • Document Management and Recordkeeping
  • Bill Payment Services
  • Personal Financial Statement Preparation