Family Office Services

Our Family Office serves as a unique concierge to help you with your financial and household needs. We cover everything from paying bills, payroll processing and financial advisory assistance to travel arrangements and hiring employees and domestic help. Our family office services department is capable of handling every aspect of a family office without the significant infrastructure and payroll costs associated with an independent office.  The services we offer to clients are tailored to fit the needs of each family. We will coordinate with your current financial advisors, attorneys, bankers and insurance agents to ensure your desired financial interests are being achieved.  We can also recommend qualified professional service providers to ensure you achieve the desired results.

Some of the Family Office Services that we offer are:

• Financial and estate planning
• Tax planning and preparation
• Personal, partnership and trust accounting
• Bill payment
• Investment account reconciliation
• Coordination of insurance
• Contract negotiation
• Travel arrangements
• Family meetings and communication

Whatever your family’s needs are, we will develop a program suitable to all aspects of your financial and household needs.