Family Office Services for Ultra High Net Worth Families
Our family office team meets the sophisticated needs of ultra-high net worth families and the businesses managed within a family office structure. Through our forward thinking approach, we provide scalable solutions that are utilized by multiple family members, often multi-generational.
We offer:
Family-level financial reporting
Tax and estate planning
Philanthropy
Family governance
Liquidity and cash flow planning
Investment strategies
Private investment due diligence
Consolidated reporting
Evaluations of insurance coverage and entity structures
We do this by:
Crafting thoughtful multi-generational estate planning
Providing comprehensive income tax strategies and coordination
Identifying risks and recommending asset protection and management
Partnering with existing CPAs and Estate Attorneys
Giving strategic guidance, intricate planning, and oversight of development
