Family Office Services

Substantial wealth can bring substantial headaches. By either serving as your family office or by working with your existing office, we can provide a variety of services to ease the burdens inherent in the management of your wealth.

Examples of these services include:

• Customized reporting and consolidation of our own and other investment managers’ results and performance.
• Bookkeeping and accounting for individuals, closely held entities and business activities.
• Assuring that business and investment entities operate in accordance with their governing documents and consistent with their roles in the family’s overall plan.
• Risk management, including coordinating risk analysis and insurance acquisition
• Cash flow management, with special recognition of the differing cash flow needs of the numerous, complex entities often inherent in wealthy families’ activities.
• Bill paying
• Virtually any other service that you might expect from a full service family office.