FAMILY OFFICE SERVICES

Comprehensive & Flexible Solutions for Complex Financial Needs.

Our Family Office services cater to families who demand excellence in every aspect of their financial management, and we can tailor the suite of our services to met your very specific needs.

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Integrated Wealth Management

Custom strategies encompassing asset management, risk mitigation, and legacy planning.

  • Customized portfolio management

  • Investment selection

  • Cash flow planning and management

  • Estate planning in coordination with attorneys

  • Foundation services and charitable gift administration

  • Financial planning, Insurance planning (life, property & casualty)

  • Banking & credit facilities

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Advanced Estate and Tax Planning

In-depth collaboration with legal and tax professionals to optimize asset protection and intergenerational wealth transfer.

  • Detailed ledger of all financial and personal transactions

  • Comprehensive tailored financial statements

  • Investment performance reports

  • Coordination with CPAs for all tax compliance services

  • Electronic filing of investment & personal files

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Full-Spectrum Concierge Services

Handling of personal affairs from travel arrangements to daily financial management, ensuring all client needs are meticulously addressed.

  • Bill-paying, cash receipts, and other money movement

  • Family travel arrangements (including private aircraft administration)

  • Property management

  • Calendar management

  • Coordination of vendors

  • Personal assistant

  • Granville office space (if applicable)

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