Family Office Services

Family Office Services are customized and may include but are not limited to:
 
Investment and Planning Services:
 
• Goal-based asset allocation
• Traditional asset management
• Portfolio risk management
• Opportunistic investing
• Financial planning
• Tax & Estate planning
• Trust management and services
• Liability management and review of mortgages, lines of credit, cars, etc.
 
Asset Purchase and Management:
 
• Property management, domestic and international
• Recreational asset management and insurance
 
Business Governance:
 
• Succession planning
• Evaluation of current buy/sell agreements
• Evaluation of corporate 401(k)
• Interaction of family members with the business
• Regular stakeholder meetings
• Business liability insurance and key-person planning and insurance
 
Family Governance:
 
• Understanding family dynamics
• Education of family members on financial, business, and ownership responsibilities
• Family meeting facilitation and management of relationship risk
• Medical, personal security, and risk management of recreational assets
• Family governance creation and junior board apprenticeship
• Intellectual, social, and human asset development
• Succession planning for all family entities
• Leadership development and transition planning
• Passing values and family legacy to next generations
• Facilitating ongoing interaction and communications among family members
• Management and coordination of family philanthropic focus
 
Concierge services:
 
• Personal services for family members
• Keeping the family calendar
• Recreational asset management
• Travel services
• Family event planning (meetings, trips, educational outings)
• Procurement of specialized family services or luxury items
 
We will integrate your entire team of professionals within a flat fee structure so that you have a single point of contact for all of your needs, including those listed above. We offer a safe environment and pledge to make your family office experience exactly what you want it to be.

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