Family Office Services

We learn about you and your goals to create tailored solutions.

Whether it’s streamlining administrative tasks for your family, preserving wealth for children, or simply meeting all compliance obligations, we can fine-tune a plan that will help you meet those personal and business objectives.

We have nearly 60 years of experience working with global affluent families, investors, multigenerational families, business owners and executives, single and multi-family offices, professional athletes, entertainers, and non-profits.

We also offer family office consulting services to help both start-up and experienced offices with best practices, internal controls, family governance, cyber security, litigation support, and more.

For decades, we’ve been developing a team of seasoned financial professionals and accountants with family office experience whose skills and caring service are unmatched.

Who is ensuring that your team’s efforts align with your goals?

Your life can be complicated… investment management, structuring your philanthropy, tax planning, residential and vacation home ownership, structuring a new boat purchase, insurance and risk management. There may be scores of professionals managing your business activities, in addition to your personal employees.

In order to gain a deep understanding of your unique challenges and family office structure, our team begins their assessment by asking lots of questions. The better we understand your one-of-a-kind situation, the better we can help.

We then apply our experience and proven methods to create seamless, secure, organized, personal information and processes to meet your family’s accounting, finance, and operational needs.

Many of us come from single- or multi-family offices, so we understand the level of service you expect and deserve.

Is your family office safe from fraud?

Family offices often lack the policies and procedures that can help safeguard them from internal fraud. The culprit could be a rogue employee or even a previously trustworthy employee who has had a life-changing event with significant financial implications, such as the death or disability of a spouse or a divorce.

We can help you navigate the process of establishing internal controls to protect your office against theft and fraud. An in-depth analysis can help to identify areas of weakness and concern. We then provide recommendations that, if properly implemented, can help your family office operate efficiently, accurately develop internal and external financial reports, and comply with applicable laws and regulations.

Our family office services include: