We’re more than Traditional
Wealth Management
Traditional Advisors
Generational wealth planning
Secure a portfolio line of credit
Build out estate plan
Tax return preparation and filing
Concierge travel assistant
Home maintenance team
Dedicated personal assistant
Direct access to alternative investments
Public equities & fixed income
Integrated tax advisor
Dedicated financial advisor
Family Office clients must meet a minimum investable asset requirement to qualify
What a Family Office Offers
Managing significant wealth brings complexities that go beyond traditional financial management. A Family Office is more than just an investment manager; it's a dedicated team that handles every aspect of your life, freeing you to focus on what truly matters.
How we measure success
Results
A Family Office delivers customized results across your financial life–Taxes, Estate, Investments and overall impact.
Time
A Family Office takes responsibility for more than just your investments. We help create time and allow you to focus on what is most important.
Access
A Family Office provides access to custom opportunities - whether that is investments or lifestyle - we are here to increase your access.
Impact
A Family Office helps increase your impact. Setting up family scholarships, philanthropic work or multi-generational planning, we have you covered.
General FAQs
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How much money can you spend every month for the rest of your life?Our clients have a team that knows every aspect of their financial situation. We are able to build personal quarterly cash flow analysis and monthly earn and burn rates.
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What is your PE strategy? How are you tracking? Who is filtering your deals?Our clients have their own investment analyst team. Your private team will allocate, track, and execute on deals. Enabling you to invest smart money in the private equity sector.
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You want to build your dream home or buy an additional home, what variables should you consider?What assets should I use to finance the house? How do I leverage assets efficiently and safely to purchase the property? If I'm planning on renting it, how should I set up the legal entity purchasing the property? Is this property a good investment?
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You've made it... What could trip you up?Our clients have advisors working together to protect their wealth while making sure their impact goals are achieved. If you’re worried, meet with one of our teams to point out potential risks.
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What happens to your money when you die and your spouse gets remarried?All our clients receive complimentary legacy and estate plans. Making sure you and your spouse have a plan when an accident happens financially protecting children and other family.
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What is your active tax-loss harvesting strategy?Having a team actively monitor your public investments allows you to capitalize on tax benefits when markets dip optimizing your bottom line.
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How do you manage asset location (account registration, deferred accounts, trust)?How you hold your assets can be just as important as the asset itself. A tax, legal, and investment specialist will help you navigate different ways to hold assets to optimize your bottom line.
