Our Family Office Services give you the freedom to pursue your vision for life while we take care of the details. 

Family Office Services fall into the following categories:  

• Business Services - helping business owners with strategic planning, financing strategies, exit planning, and wealth management services.  

• Wealth Management - combining active and passive portfolio management to help you achieve your goals.

• Alternative Investments - providing a range of traditional and alternative investments with an eye towards coordinating with your tax strategy and income needs.  

• Strategic Relationship Management – offering concierge and management services to save you time and make your life easier.  

•  Tax and Compliance - our network of service providers can supplement your CPA’s capabilities and handling excess demand or special situations.   

•  Family Governance - helping to prepare your heirs to manage the family wealth and maintain the family legacy.

• Income and Estate Planning Tax Mitigation – with the cooperation of our partner CPAs, we provide proactive strategies to reduce tax liability in estate, liquidity, and disposition events including sale of a business or building.  

• Charity and Philanthropy - we can lead a team of experts to create and manage advanced charitable structures to mitigate tax obligations and honor your legacy. 

We use a proprietary process to help you articulate your vision for the future. Then we design and, with your approval, implement your vision. We manage any strategic partners for you so you can focus on living the life of your dreams.