Family Office Services
Our fierce independence is evident in our mix of solutions
The big firms say they can deliver the forward-thinking, bigger picture solution but from our experience rarely do. We really can. Our independent and entrepreneurial structure allows us to do it in a much more personal, efficient and economical way.
With the goal of bringing endowment-style investments to individual investors, we advise client families with a cumulative net worth over $1 billion. Learn how we can provide you access to asset classes, strategies and asset managers that are typically only available to the largest investors, such as endowments and pension plans.
Preserve and grow your wealth—in a way that's meaningful to you and your family.
- Tax-conscious investment management
- Socially responsible strategies
- Traditional and alternative strategies
- Active and passive portfolio strategies
Asset and Income Preservation
Keep in the family what you have worked so hard for.
- Tax mitigation strategies
- Life insurance and annuities
- Guaranteed income for life via living benefit riders within variable annuities
- Principal protected growth via structured products issued by FDIC insured banks
Design estate, gift planning and charitable giving according to your values and goals.
- Family values
- Estate conservation
- Life insurance and annuity products
- Manage charitable giving
Navigate options for business income and liquidity events.
- Succession planning
- Captive insurance companies
- Owner centric retirement planning
- Buy/Sell structuring
Simplify the complexities of wealth. We're in the business of providing you with our multi-family solutions, with access to all of the resources, services and choice you need.
- Independent corporate trustee services
- Cash flow management and data aggregation
- Multi-generational family governance and education
- Personal health and security services