Private Family Office
Offering comprehensive executive and administrative services to accommodate your lifestyle and provide peace of mind.
Accounting and Related Analysis
We provide a host of accounting functions for you, your family, and your related entities. With a strategic focus on your personal financial statements, we deliver:
- Budgeting and financial projections to identify opportunities
- A clear and concise picture of your overall financial position and net worth to better manage assets
- Efficient and effective tax preparation
Treasury Management and Bill-Pay Services
Developing a comprehensive treasury management plan is essential to ensure adaptability and flexibility and to preserve wealth for each generation. We work with you to develop a holistic tax-efficient plan for your family and individual members/entities to address:
- Cash flow needs
- Retirement and social security planning
- Projections using comprehensive financial statements
Asset Management Services
A triage of services to manage your assets and provide you with peace of mind.
- Asset protection
- Review of cybersecurity, life, property and casualty insurance
- Estate and financial tax planning regarding transfers and/or valuations of assets, portfolios and or entities
- Peripheral services, including data/document management to safely and efficiently store and manage your documents, so you don’t have to
Lifestyle Management and Family Education
- Personal Concierge Services that allow the family member to pursue their passions without the burden of managing their wealth
- Peace of mind through credible advisors that facilitate and streamline your lifestyle
- Services include but are not limited to:
- Household administrative services
- Calendar coordination and management
- Expanded bill-pay services
- Travel arrangement
- Event coordination
- Elder care coordination
- Insurance and long-term care review
- Seasonal asset management
- Multiple home administration and other services
