Private Wealth

Family Office Services

Ensure family needs are met with expert financial coordination and administration.

Each family is unique, and the flexible combination of hands-on local expertise paired with a wide range of services ensures family needs are met with expert financial coordination and administration.

Experienced professionals provide the support needed to manage family wealth including:

  • Technical knowledge of financial services and how to maximize capital
  • Financial, trust or charitable giving administration and business consulting services
  • Specialized tax and estate services with thorough knowledge of the family’s personal and financial objectives
  • An experienced resource to help pass down know-how, processes and structures to the next generation of a family enterprise

Experienced teams manage the benefits of collective investment planning in consideration of the diverse wishes and needs of each family member. Clients are typically those that:

  • Require complex financial planning and investment management to grow wealth
  • Require a fiduciary advisor to maximize the impact of family wealth on foundations or charitable trusts
  • Seek an experienced family office advisor to oversee and manage family financial affairs
  • Wish to highlight wealth transitions and to strengthen family legacies
  • Need administrative or consulting services for an operating business
  • Desire bill pay service, including tax payments, to free up time and focus on more valuable endeavors