FAMILY OFFICE GOVERNANCE: Constructing rules are critical to a well-functioning family office. Our experts can help you write the rules to streamline the operations of your office.
FAMILY OFFICE MISSION STATEMENT: A mission statement is critical in establishing a focused effort and setting goals. Our team will help you develop a mission statement that encompasses your values and goals.
FAMILY MEETINGS: Our experience facilitating family meetings will ensure that each voice is heard, that your family values are communicated and that consensus is possible, especially during times of transition.
FAMILY PHILANTHROPY: Whether you are starting an endowment, philanthropic trust or directly supporting a favorite cause, we will help you execute your philanthropic wishes.
EDUCATION OF NEXT GENERATION: We have extensive experience dealing with wealth transition. We are focused educating your heirs on the responsibilities of inheritance and wealth administration.
ACCOUNT AGGREGATION: Our technology allows for transaction by transaction detail from multiple investment accounts. Your office will save valuable time spent on tracking investments and transactions.
