Family Office Services

We offer family office consulting services in which we can oversee various investment accounts and financial issues on behalf of the client. Our family office services also extend beyond the traditional financial services in our attempt to engage and meet the specific needs and objectives of our clients. Because each client’s needs are different, our focus may range from needs affecting young children to needs related to aging parents and the various stages between.

Depending on the needs of the client, this may include some of or all of the following services:

  •  Oversight and coordination of estate, income tax, cash flow, risk management and investment strategies with your other advisors
  • Coordination of the asset allocation of the portfolio
  • Assisting in the selection and review of money managers
  • Financial statement recordkeeping
  • Tracking and monitoring cash flow to assist clients in determining how their money is spent
  • Assist with planning for future cash flow needs
  • Reviews and recommendations regarding real and financial investments and property
  • Charitable Planning
  • Succession Planning
  • General financial advice
  • Review and/or negotiate with client’s vendors and service providers to help determine the best options for the client
  • Nuptial Planning
  • Liaison to banking services and other financial institutions
  • Ongoing reports and reviews as appropriate
  • Educating family members on financial planning issues

For additional services offered, please click here.