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


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