Services for Single Family Offices

Our firm is designed to provide wealthy families with a highly efficient and cost-effective alternative to setting up a dedicated family office. For families who already have a family office, we provide services and advice that complement the family office’s capabilities.

Our services include:

  • Investment strategy, asset allocation, investment oversight and risk management
  • Wealth planning services, including cash flow planning, tax planning, estate planning, insurance and risk management
  • Family meeting planning and facilitation
  • Administrative support for philanthropic activities, including establishing charitable entities, grant solicitation, due diligence investigations, grant processing, and devising ways to measure results
  • Transaction processing, including standing orders, wire transfers, and processing of capital calls
  • Design and management of bill payment systems
  • Assistance with recruiting and managing household staff, employee benefits, and confidentiality agreements
  • Recordkeeping, including creating and maintaining a document library for all of your important documents
  • Coordinating the activities of your various specialty advisors and helping them to access the information they need to perform their functions

We customize the range of services we offer to each family, so you pay for only what you want and need.