Historically families have had some or all of the following experts working with them at various times in their lives: accountant, lawyer, financial planner, investment advisor, insurance agent, business transition advisor, although they are not typically working closely together toward common advice.  To effectively and efficiently provide comprehensive planning and implementation we believe that affluent  families are best served with a coordinated effort - like an orchestra playing from the same music. One team of experts to advise on all aspects of the family's affairs without conflict, in a fiduciary manner. While our in-house team of experts can provide families with one team of professionals, we more commonly work closely with our client's current accountants and periodically with their lawyers.  

Together, we provide families with the following comprehensive planning and management services. 

  • Family Office Services
  • Financial Planning & Organization
  • Global Investment Management
  • Retirement Income Planning
  • Wealth Transition & Estate Planning
  • Risk Management/ Insurance Protection
  • Business Transition Planning
  • Reviewing and Drafting Wills and Powers of Attorney
  • Philanthropic Strategies
  • Estate Settlement & Management