Family Office Services

These services are exclusively offered for the client with complex family wealth concerns.

We can:


  • Assist families in preparation of a "Family Mission Statement"
  • Review the current governance structure of family offices
  • Design cost effective information and communication systems that produce more meaningful and timely reports for family office executives and family members
  • Develop procedures and controls to help deter fraudulent activities and enhance the security of financial data
  • Evaluate various family office processes, such as:



Investment and Cash Management


Tax, Estate and Financial Planning


Family Business


Risk Management


Non-Financial Asset Management


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck