Our goal is to make sure clients have wealth strategies that fully integrate tax, estate, investment, and personal objectives. Combined with day to day family office administration, we help alleviate significant burdens so our clients can focus on what is most important to them.
We provide a wide array of investment and family office services for a fixed quarterly fee, including:

Investments

  • Asset allocation and portfolio rebalancing
  • Investment execution
  • Evaluation and performance tracking of investment managers and hedge funds
  • Screening of and access to private investment opportunities
  • Hedging of concentrated equity positions
  • Estate integration for proper holding structures

Family Office

  • Tax and estate planning strategies, integration, and administration
  • Education planning and charitable gifting
  • Budgeting and cash flow analyses
  • Family business advisory and personal loan structuring
  • Intra-family planning and resolutions
  • Insurance coverage review

Reporting and Organization

  • Consolidated reporting and performance tracking for all assets and accounts
  • Organized, secure online document storage
  • Consolidated bill payment
  • Day to day financial administration