We create customized solutions for high net worth individuals and families to meet their goals and objectives. We work together with their professional advisors to give our clients the peace of mind that comes from knowing their finances are being handled by experienced people they can trust.
Our family office services integrate into our other service areas by collecting and organizing financial information about our clients. This information allows us to provide customized services in our other service areas when required and in an efficient manner.
I want peace of mind knowing that my financial obligations are being taken care of and my assets are identified.
Family Office Support
- Pay bills and monitor invoices
- Preparation of payroll filings
- Indexing of important documents
I want to understand my assets and cash flows.
- Customized financial statements
- Cash flow projections
- Performance analysis
How are my investments performing?
- Internal rate of return
- Basis tracking
- Asset allocation to minimize taxes