Family office services

Whether you are looking to establish, maintain or transition a family office, we can help you meet your goals.

Family office services help you create a structure, sustain growth and transfer wealth to future generations.

Each family office is unique. When managing family assets, financial investing is simply one chapter of a much larger, more complex story.

We build multi-generational relationships with our clients’ families and family office teams and advisors to understand and cultivate your family’s definition of success. Our clients see us as a trusted partner whose purpose is dedicated to high-net-worth families of all sizes and complexity.  Confidentiality and trust are top concerns of family offices and we are committed to serving you with the utmost integrity.  Becoming your long-term, steadfast advisor and earning your trust is at the core of everything we do.  Bringing you the power of being understood, we listen and help you find the right solutions to meet your unique needs.

Our services are completely customized to your family’s top priorities and goals and center on key areas critical to family offices including:

  • New family office creation
  • Operational excellence for existing family offices
  • Family governance and education
  • Technology enablement
  • Income and estate tax planning
  • Tax and regulatory compliance
  • Safeguarding personal and investment data
  • Finance and accounting
  • Cybersecurity and risk management
  • Philanthropy and charitable giving strategies
  • Global affairs

Let us assist your family office with:

An effective family office helps protect and maintain the financial legacy while supporting multigenerational needs, objectives and priorities. We offer advice on structuring to align with family office goals.

Additional related solutions

2024 Family Office Operational Excellence Report

Insights from 100 family offices on technology integration, cyber risk, strategic outsourcing and other drivers behind the journey toward operational excellence.

"We have decided to reduce unnecessary costs and optimize resource allocation to enhance overall operational efficiency."

- North American Family Office

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