To manage the complexities of substantial private wealth, you need highly sophisticated solutions and broad resources at the institutional level.

Our Family Office Services provides you with the scale and flexibility to manage your wealth, while you also benefit from an intensely focused advisory relationship.

Working closely with your Private Wealth Advisor and your own accountants, attorneys and other professionals, we become an essential coordinator, counselor and support staff for your family.  As a result, you experience seamlessness of service and spend more time enjoying your wealth.

“Having money should make you happy, not busy.”

Our relationship with families is about more than managing wealth. It is about managing a lifestyle and helping to build a lasting legacy.

Our primary goal is to help our clients by offering relevant and innovative services to simplify the management of complex financial affairs.

Your Chief Family Officers work closely with your family, Private Wealth Advisor, accountants, attorneys and other advisors to seamlessly implement a comprehensive approach that encompasses your family’s overall financial, lifestyle and legacy goals and values.

We work with families to develop and implement services and strategies that are based on their values and goals, however complex.