Our bespoke comprehensive family office concierge service manages every aspect of your family's wealth, providing expertise in planning, administration, and overall management. Recognizing the unique challenges that ultra-high-net-worth families encounter, we deliver an exclusive standard of service and resources tailored to meet your specific needs. This service is tailored to families with investable assets of $25 million or more.
Wealth Planning
and Advisory
Assessment and articulation of goals
Goals-based financial planning at the family and individual level
Structuring of assets and investments to aid in tax planning
Retirement income planning
Concentrated equity strategies
Wealth Management and Investment Services
Establishing risk profile, time horizon and investment objectives
Global asset allocation and
investment strategyAll-encompassing investment advice on all investments, both public and private
Real estate services and advisory
Concierge Services
Hand-Selected Experts
Accountants and CPAs
Bookkeeping and bill pay
Estate and tax planning
Concierge travel services
Complete family support and much more
Business Development
and Succession Planning
Succession planning at the onset of each new business
Introduction to mergers & acquisitions firms and investment banks as needed
Stock options and restricted stock strategies
Charity and
Philanthropy Services
Philanthropic planning and strategy
Collaboration with specialists to set up appropriate structures
Liability Planning and Management
Margin or securities-backed lending
Support with lenders of all types – from residential and commercial real estate to acquisition of yachts, aircraft and more
International Estate and
Tax Planning Support
Support with estate and tax planning
Introduction to attorneys, tax specialists and other experts
Insurance
Services
Life, long-term-care and disability
insurance planningEvaluation of existing policies
Family Meetings and
Governance Services
Intergenerational planning
Family education and mentoring
