A family office acts as a personal CFO or chief advisor to successful families, with a dedicated team of professionals who oversee and manage the complete financial affairs of client families. With origins tracing back to wealthy 19th century European and American families, family offices have a long history of providing a wide range of highly specialized and custom-tailored services. Family offices have become known for their unbiased advice and objectivity, and the integration and coordination of the services they provide with those of the family’s other advisors. They provide highly customized service for several generations of the same family.Families usually engage a family office when their assets have grown to a size where full-time professional management is required or could be beneficial.
An integrated plan for your family’s complete financial affairs, including investments, wealth transfer strategies, proactive tax planning and optimal ownership structures.
A comprehensive approach to risk management, so you know your family and wealth are protected.
A well thought-out investment policy and process that includes selection and oversight of money managers, effective diversification and consolidated performance reporting.
Time saving and complexity management, by having a family office act as the quarterback to coordinate and oversee all the components of your integrated financial affairs.
The cost saving benefits of pooled purchasing power.
Coordination of your professional advisors – including lawyers, accountants, investment and insurance advisors – to ensure that your family’s objectives are met and nothing falls through the cracks.
A strategic approach to family philanthropy.
The proactive, personalized and highly responsive service of an employee-owned, boutique firm.