Family Office

Establishing a family office can ensure professional, private and independent management of wealth and philanthropy over a multi-generational time frame.  Our family office services include:

  • preparing mission and family values statements
  • advising regarding organizational structure,
  • assisting in establishing trading platform and other systems
  • retaining advisory boards and management teams
  • establishing investment and philanthropy monitoring/oversight functions
  • evaluating fees and negotiating agreements with sub-advisors
  • assisting in the selection of legal, tax and other professionals and
  • avoiding common mistakes

For more information, contact us.