Ensure family needs are met with expert financial coordination and administration.
Each family is unique, and the flexible combination of hands-on local expertise paired with a wide range of services ensures family needs are met with expert financial coordination and administration.
Experienced professionals provide the support needed to manage family wealth including:
- Technical knowledge of financial services and how to maximize capital
- Financial, trust or charitable giving administration and business consulting services
- Specialized tax and estate services with thorough knowledge of the family’s personal and financial objectives
- An experienced resource to help pass down know-how, processes and structures to the next generation of a family enterprise
Experienced teams manage the benefits of collective investment planning in consideration of the diverse wishes and needs of each family member. Clients are typically those that:
- Require complex financial planning and investment management to grow wealth
- Require a fiduciary advisor to maximize the impact of family wealth on foundations or charitable trusts
- Seek an experienced family office advisor to oversee and manage family financial affairs
- Wish to highlight wealth transitions and to strengthen family legacies
- Need administrative or consulting services for an operating business
- Desire bill pay service, including tax payments, to free up time and focus on more valuable endeavors
