FAMILY OFFICE: EXECUTIVE AND
ADMINISTRATIVE SERVICES

CLARITY

Our team brings experience solving complex administrative burdens imposed by wealth.

FOCUS

Create efficiencies that streamline our client's multifaceted lives.

RESULTS

Our clients' stress levels and the demands on their time are greatly reduced.

FAMILY OFFICE SERVICES

For clients with complex needs, we can coordinate the services listed below. When projects require domain specific expertise, we leverage our network of professional service providers to lower costs and broaden access to best solutions.

Administrative Services

  • Financial Reporting
  • Financial and legal document management
  • Personal financial administration
  • Tax administration
  • Trust and foundation administration

Executive Services

  • Comprehensive risk management
  • Execution of financial planning and estate strategies
  • Management of complex projects such as business exits
  • Sourcing and vetting of personal services providers

Support Services

  • Coordination of family meetings
  • Customized financial education curriculums
  • Crisis support / emergency contact services
MORE SERVICES