Our clients have clearly communicated to us that trust is their reason for seeking guidance. Our Family Office model is focused on the individual and the family, not just the company. Our purpose is to assist you and your family in building, preserving, and ultimately transferring wealth.
It’s personal and we are here.
Our history of success is based on trust that emerges in our tax and financial advisory role. We see our relationships as one that builds over a lifetime based on trust. Building on our traditional tax services, we combine our knowledge about the family with a menu of other services to deliver a comprehensive financial roadmap and tailored support services.
It’s scalable and flexible to fit your needs.
We work closely with our client families to thoroughly analyze complex financial relationships, entities, and family wealth issues including: philanthropic, legal and estate issues; investment and credit structures; and wealth preservation and transfer plans. Guided by this depth of knowledge, we create the optimal approach for your family’s specific situation.
We’re dedicated to remaining proactive with your family through ongoing communication and scheduled meetings in order to evolve your multi-generational family legacy.