Our Family Office Services team partners with clients who manage significant wealth and complexity, including Fortune 500 senior executives, founders, and multigenerational families.
We turn long-term vision into a clear plan and manage the details to keep progress on track. From multigenerational goals to advisor coordination, we help you protect, grow, and use your wealth with confidence.
Our Capabilities and Solutions
- Provide integrated financial, investment and tax planning advice
- Aggregate and manage investments held at multiple custodians
- Oversee annual preparation of income tax returns
- Develop and manage implementation of estate plans
- Create financing plans for family transactions
- Expertise in optimizing executive compensation and benefit plans
- Extensive experience in employment contract analysis and negotiations