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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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