Who We Serve
WE serves families and existing family offices. By serving as a family office company, the mandate can be as limited or extensive as needed. With decades of experience working with families and family offices, we understand that needs can vary greatly and each mandate is as custom and specific as your family.
WE plays three primary roles in our work with clients:
WE SERVE AS AN OUTSOURCED FAMILY OFFICE FOR FAMILIES.
WE SERVE EXISTING SINGLE-FAMILY OFFICES.
WE CONDUCT SPECIAL PROJECTS AND DIAGNOSTICS FOR FAMILIES AND FAMILY OFFICES.
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®.