Family Office Advisory Services
We understand the special set of challenges faced by high net-worth families. Our Family Office Advisory Services help meet those challenges by providing you with comprehensive management of your family's personal and financial needs.
We are uniquely qualified to help you achieve peace of mind in knowing your affairs are being handled with the care, attention to detail and most importantly, a deep understanding of the way in which we can help and add value to your particular situation.
Our customized services and strategies for family office clients may include:
Apex - Aggregated Investment Performance Reporting
Personal Chief Tax Officer
Personal Cash Flow Reporting
Coordination of Estate and Gift Tax Planning
Charitable Gift Planning
Family Meetings and Education
Coordination of Risk Management Needs