Our family office relationships start with a conversation. We sit down with a family and talk about their hopes, their goals, the resources they have at their disposal, and the constraints and challenges they face. We also discuss what they are looking for from their family office and, together, we tailor-make a service plan that will work for them. We also undertake a full net worth review, including reading all key financial documents, so we can get an accurate picture of the family’s current situation.

The services we offer fall into three main categories:

Integrated Planning

  • Net Worth Management
  • Risk Management
  • Tax and Structure Planning
  • Estate and Succession Planning
  • Philanthropic Planning
  • Governance and Education

Investment Management

  • Asset Allocation
  • Asset Location
  • Investment Manager Selection and Oversight
  • Investment Reporting and Review

Implementation

  • Ongoing Management
  • Consolidated Reporting
  • Administrative Services
  • Lifestyle Services
  • Advisor Coordination
  • Referral Services
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