Our family office services are an extended offering for clients with additional complexity or needs.

Some clients ask us to assist with extensive day-to-day cash flow activities and other administrative needs. These services can be critical for enabling some of our clients’ lifestyles given their multiple homes, extended family, frequent travel, and generally busy lives. Some clients simply appreciate the availability of these services in case they ever need additional help in their later years.

Family Office services and fees are custom-tailored and may include the following:

  • Household bill-paying
  • Customized cash flow projections
  • Accounting for privately-held entities
  • Management of charitable foundations
  • Collection and organization of tax return information
  • Interface with the family’s operating business enterprise


Contact Us