Many high net worth families can benefit from more help than traditional wealth management provides. However, it is rarely cost-effective to set up your own dedicated family office. That’s why we offer family office services, so you can get the benefits of this approach without the steep costs of staff and administration.
Comprehensive Wealth Oversight
As your wealth grows, it can be challenging to always feel in control of the many moving parts. Our family office services encompass all aspects of financial management so you can get and stay in control of your wealth. We take a holistic approach, ensuring that every element of your financial life is carefully considered and optimized. By centralizing your financial affairs, we provide a unified, transparent view that enables you to make informed decisions.
Multi-Generational Financial Planning
Ensuring that your wealth lasts and benefits future generations necessitates far-reaching planning. Our team will work with your legal and tax professionals to recommend strategies for seamless asset transfer while mitigating tax liabilities, securing your legacy for years to come. We are also available to help provide options for financial literacy training and support with family meetings to help ensure the preservation of your legacy.
Strategic Philanthropy
Social impact and legacy often go hand in hand for affluent families. Your Executive Wealth Manager is skilled in helping you structure your philanthropic endeavors to maximize impact as well as tax savings. From establishing charitable foundations to impactful giving strategies, we help ensure that your gifts are made tax-efficiently.
Personalized Service with Confidentiality
A cornerstone of our offering is the personalized, discreet attention we give to each client. We build enduring relationships grounded in mutual trust, open communication, and a profound understanding of your family’s unique financial complexities.
