Private Family Office

Offering comprehensive executive and administrative services to accommodate your lifestyle and provide peace of mind.

Accounting and Related Analysis

We provide a host of accounting functions for you, your family, and your related entities. With a strategic focus on your personal financial statements, we deliver:

Budgeting and financial projections to identify opportunities
A clear and concise picture of your overall financial position and net worth to better manage assets
Efficient and effective tax preparation

Treasury Management and Bill-Pay Services

Developing a comprehensive treasury management plan is essential to ensure adaptability and flexibility and to preserve wealth for each generation. We work with you to develop a holistic tax-efficient plan for your family and individual members/entities to address:

Cash flow needs
Retirement and social security planning
Projections using comprehensive financial statements

Asset Management Services

A triage of services to manage your assets and provide you with peace of mind.

Asset protection
Review of cybersecurity, life, property and casualty insurance
Estate and financial tax planning regarding transfers and/or valuations of assets, portfolios and or entities
Peripheral services, including data/document management to safely and efficiently store and manage your documents, so you don’t have to

Lifestyle Management and Family Education

Personal Concierge Services that allow the family member to pursue their passions without the burden of managing their wealth
Peace of mind through credible advisors that facilitate and streamline your lifestyle
Services include but are not limited to:
- Household administrative services
- Calendar coordination and management
- Expanded bill-pay services
- Travel arrangement
- Event coordination
- Elder care coordination
- Insurance and long-term care review
- Seasonal asset management
- Multiple home administration and other services

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