Our coordinated approach brings structure so you can effectively pursue your strongest desires.
We offer a unique platform for business owners and wealthy families to access the necessary expertise for their complex, specific and custom needs.
Our client portal and designated single point of contact brings a truly integrated solution combining technology and live, personal care.
- Financial and Investment Management
- Tax Planning and Coordination
- Consolidated Performance Reporting
- Performance Measurement
- Risk Monitoring and Impact Planning
- Portfolio Manager Selection
Travel coordination, fraudulent credit card charges, managing household staff; our team handles these time-consuming tasks for you.
- Bill Pay
- Accounting Services
- Household HR Services
- Document Management
- Family Buying Power
- IT Services
Private Banking and Lending
Leverage competitive rates and banking solutions to create new opportunities for your family.
- Lending Solutions
- Liquidity Strategies
- Personal Banking Needs
Act as an advocate to strengthen the family’s vision through communication, education and relationship building.
- Annual Family Meetings
- Family Mission Statement
- Generation Financial Education
Have confidence that your interests will be maintained, your family will be cared for, and appropriate decisions will be made on your behalf.
- Estate Planning
- Wealth Distribution Strategies
- Risk Management | Asset Protection
Increase your giving and make a bigger impact by integrating your charitable endeavors into your overall financial plan.
- Charitable Planning Strategies
- Donor Advised Funds
- Family Foundation Management
Put a plan in place for the growth and succession of your business, source and evaluate your exit options, and coordinate any tax planning matters.
- Succession Planning
- Growth and Exit Planning
Trust Company Services
Learn the value of having an independent trustee to implement and oversee your trusts.
- Access to Trust Companies
- Tax Efficient Jurisdictions
- Asset Protection