Family Office Services

Through our team’s distinctive family office model. Our framework as Independent consultants, allows us to be free to utilize an ever growing select group of professionals. These may include professional such as money managers, estate planning attorneys, accountants, insurance specialists, business valuation specialists, and liability managers to name a few. We will assemble a customized team tailored to your specific ever changing needs.

Your Team

Consists of an ever growing select group of outside professionals ranging from attorneys, accountants, insurance specialists, business valuation specialists, liability managers and others tailored specifically to each clients unique needs.

Using the wealth management formula, we provide comprehensive services that range from investment strategy, family and philanthropic planning to concierge services and money management tools that are woven together to build financial prosperity and peace of mind.

IC

Investment Consulting

Management of all investment elements to maximize the probability of clients achieving all that important to them.

AP

Advance Planning

Managing the four primary financial concerns beyond investment consulting, including wealth enhancement, wealth transfer, wealth protection and charitable giving.

RM

Relationship Management

Connecting two key components for true collaboration: First, our consultative process always puts your needs at the forefront. Second, we effectively manage your professional services team, including tax, legal and other advisors to ensure a coordinated approach to decision-making and long-term planning .