Family Office Services

No other family is exactly like yours. That’s why we love what we do.

It’s easy to see the joy your wealth brings to your family: The delight of travel, fine art, or the perfect home…the ability to support causes you care about and leave a legacy…the comfort of meeting each family member’s needs.

We help manage your lives so you can truly enjoy your wealth. Outsourcing your family office needs can be a solution for wealth preservation, lifestyle management, consolidated reporting, technical advice, customized solutions, critical thinking, and the highest level of personal attention and discretion.

We learn about you and your goals to create tailored solutions.

Whether it’s streamlining administrative tasks for your family, preserving wealth for children, or simply meeting all compliance obligations, we can fine-tune a plan that will help you meet those personal and business objectives.

We have nearly 60 years of experience working with global affluent families, investors, multigenerational families, business owners and executives, single and multi-family offices, professional athletes, entertainers, and non-profits.

We also offer family office consulting services to help both start-up and experienced offices with best practices, internal controls, family governance, cyber security, litigation support, and more.

For decades, we’ve been developing a team of seasoned financial professionals and accountants with family office experience whose skills and caring service are unmatched.

Who is ensuring that your team’s efforts align with your goals?

Your life can be complicated… investment management, structuring your philanthropy, tax planning, residential and vacation home ownership, structuring a new boat purchase, insurance and risk management. There may be scores of professionals managing your business activities, in addition to your personal employees.

In order to gain a deep understanding of your unique challenges and family office structure, our team begins their assessment by asking lots of questions. The better we understand your one-of-a-kind situation, the better we can help.

We then apply our experience and proven methods to create seamless, secure, organized, personal information and processes to meet your family’s accounting, finance, and operational needs.

Many of us come from single- or multi-family offices, so we understand the level of service you expect and deserve.

Every family office has its unique challenges—we’ll work with you to support your family’s legacy, streamline operations, and reduce risk.

Is your family office safe from fraud?

Family offices often lack the policies and procedures that can help safeguard them from internal fraud. The culprit could be a rogue employee or even a previously trustworthy employee who has had a life-changing event with significant financial implications, such as the death or disability of a spouse or a divorce.

We can help you navigate the process of establishing internal controls to protect your office against theft and fraud. An in-depth analysis can help to identify areas of weakness and concern. We then provide recommendations that, if properly implemented, can help your family office operate efficiently, accurately develop internal and external financial reports, and comply with applicable laws and regulations.

Our family office services include:

Lifestyle management

  • Bill paying
  • Budgeting and forecasting
  • Domestic payroll
  • Collectibles management
  • Travel planning
  • Property management
  • Concierge services

Customized accounting and reporting

  • Data aggregation
  • Consolidated investment reporting

Integrated planning


  • Mission statements
  • Personal giving
  • Foundation management

Risk management

  • Banking and liability support
  • Custody account arrangements
  • Asset protection
  • Insurance analysis and oversight

Coordination with 3rd Parties

  • Credit issues and monitoring
  • Personal security
  • Construction projects
  • Real estate transactions
  • Concierge medicine
  • P&C insurance