Family Office

Your family is our business. The families we serve include family-owned businesses, entrepreneurs, high-net-worth and ultra-high-net-worth individuals and families, C-Suite executives, private equity principals and portfolio companies and management teams.

We bring together a deep bench of professionals with the experience and knowledge to address the challenges you may face. Turn to us for advice on issues related to private investments, tax strategy, wealth transfer, estate transactions, trusts and estate consultation, cash management, budgeting, sale of business, balance sheet advising, philanthropy, investment management, financial planning, selling or transitioning a business, technology, risk management, and governance.

A multi-family office provides a suite of services to ultra-high-net-worth individuals and families. These services extend beyond traditional wealth management services offered by most financial services firms. A multi-family office collaborates with multiple families to help manage such areas as tax, estate, insurance, risk mitigation, investments, trust, third-party management and philanthropy.

A multi-family office can provide a dedicated point of contact for all family members. Defining and executing the family vision and delivering services centered around the family balance sheet. Services vary depending on the needs of the client and may include investment support related to reporting, private equity and other investments, tax strategy, legacy issues, wealth transfer, estate transaction, philanthropic giving, liability management, cash management and budgeting.

A multi-family office can support you and your family in your complex financial decisions and provide a lasting resource (post-patriarch and matriarch death) to help continue your family’s legacy. We create an ecosystem around you to advise and support your family’s decisions on complicated estates, family dynamics, business, wealth accumulation, trusts and more.

If managing your wealth is creating challenges in your life, you may need the services of a family office.

We see some of these challenges beginning around $10MM in net worth. Clients of multi-family offices may want to address issues related to closely-held businesses, large tracts of real estate, multiple operating companies, concentrated positions in equity, significant wealth accumulation, multiple private equity investments, unique cash flow situations and business transitions.

• Lifestyle Management
• Financial Organization
• Integrated Planning
• Philanthropy
• Risk & Liability Management
• Coordination of Third Parties
• Investment Strategy

Discovery & Analysis

We will first meet with you to define and articulate your family vision and goals. We will test our solution before we present it to you.

Proposed Strategy & Solution

With the information you provide, we will then propose a tested solution to address your needs, goals and gaps. We consider where you are, where you want to be and how to get there.

Implement the Plan

Upon approval and in alignment with an agreed-upon timeline, we will help implement the work plan. Depending on its complexity, this timeline could be brief, or it could extend over many years. We continuously coach, guide and steer conversations around wealth while coordinating third parties and mitigating risks.

Reassess & Update Regularly

We will have regular conversations with you to exchange feedback and make adjustments, as needed.