RESOURCES

FAMILY OFFICE SERVICES

High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services aim to provide clients with peace of mind, knowing their personal and financial matters are being handled with the utmost care.

We can help clients articulate and craft a family mission statement that provides a rationale for what they hope to accomplish with their wealth going forward, as well as the non-financial inheritance they want to pass on (i.e., values, wisdom, life lessons, family history). We can also help clients prepare their heirs to inherit wealth by providing customized, age-appropriate education on a wide range of financial planning topics.

We utilize a strategic approach to philanthropy that is designed to identify the causes and/or organizations you want to support and maximize your impact in those areas. We help facilitate family discussions and collaboration around charitable planning in order to foster a collaborative effort in leaving a meaningful legacy.

FAMILY OFFICE SERVICES

STAY INFORMED: Have you heard the latest episode of our podcast, Your Life, Simplified?