FAMILY OFFICE SERVICES*
Wealth gives you the freedom to live life on your terms. However, significant wealth also comes with additional complexities and responsibilities. We help you focus your wealth to realize your purpose and provide tailored family office services to help accomplish your priorities.
A HISTORY OF SERVING FAMILIES OF WEALTH
Our Family Office originated in 2003 around the core values of honesty, integrity, and personalized service to help coordinate and manage the complicated financial affairs of the affluent.
LET’S START A CONVERSATION TODAY
Unlike many traditional firms, we operate under an annual fixed-fee scenario. We view our relationship as long-term, and we want you to feel confident that when unexpected events arise, we will help you address your situation with no additional fees for our services.
As a multi-family office, we work with a broad range of families, each with their own priorities and issues. This experience enables us to serve as an objective resource and trusted sounding board, to present your family with strategies and ideas and help us address issues that may be otherwise overlooked.
SERVICES THAT TAKE THE BURDEN OFF OF YOU
Our goal is to perform your family’s time-consuming tasks, such as financial management and bill payment, so you can enjoy your wealth without worry. We stand ready to assist your family with the highest level of family office services, responsiveness, and professionalism.
Service offerings can include‡:
- Bill paying
- Budgeting
- Accounting
- Investment tracking
- Tax planning
- Tax preparation
- Administration of entities formed for charitable and/or business purposes
- Comprehensive financial reporting