We serve high net-worth individuals, families and their businesses with complete discretion, working closely with their attorneys, bankers and investment advisors. Our goal is to reduce taxes, support growth and preserve wealth across generations.
For families who want one trusted team to manage the day-to-day, our family office services handle bill pay, reporting and records across every household entity.
Services
- Individual tax compliance and planning
- Estate and trust compliance and planning
- Multi-generational wealth transfer
- Charitable gifting strategies
- Private foundation compliance
- Executive compensation planning
- Retirement and education planning
- Cash flow forecasting and budgeting
- Insurance and risk evaluation
- Coordination among trusted advisors
Family office services
- Bill pay and household financial management
- Consolidated reporting across entities and accounts
- Cash flow and budget monitoring
- Household employee payroll and compliance
- Accounting for holding companies and family partnerships
- Real estate and investment entity bookkeeping
- Insurance, property and document records
- Coordination with investment managers and attorneys