Who We Serve

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Who WE Serve

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WE plays three primary roles in our work with clients:

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Our engagements can be customized as needed to help with special projects, support specific areas on a continuous basis, or provide a truly bespoke solution and help a family set up their own family office.

It is not about us – it’s about you. Every service WE provides is tailored to your needs, with the goal of helping you feel confident and in control of your wealth enterprise^®.

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Families

Very wealthy families like yours have a choice: establish your own family office or find a firm that can provide you with something similar at a fraction of the cost. Or a combination of both.

Through the decades of our working with families like yours, we have gained the insight and understanding to earn the trust of some of the wealthiest families in the world. We understand you face challenges – with great wealth comes great responsibility – and that’s what we are here for. Whether you prefer to outsource these critical functions or set up your own family office, we can help in whatever way works best for your family.

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Single-Family Offices

After decades of supporting single family offices, we intimately understand the specific challenges that you face. For existing family offices, WE often serves as a resource for special projects or supports long-term with specific services. Often, we help families navigate when and how to set up their own family offices.

In whatever capacity you need us to serve, you remain in control of your family office day-to-day.

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Special Projects

We conduct special projects and diagnostics for families and family offices that leverage the experience and best practices we have developed from working in the US and internationally.

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Today, WE serves more than 80 families in the US, Latin America and Europe: for some as their fully outsourced family office; for others in a support capacity to their existing single-family office. WE help families feel confident as decision makers in control of their financial life. WE address real-life issues that affect your families wealth.

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Contact

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Find out more about how WE can assist you.

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