Family Office Services Sophisticated solutions for complex families
Always growing with our experienced and nuanced approach
We guide our clients through liquid and illiquid investment strategies, tax management techniques, trust & estate counsel, and more. We have sophisticated methodologies that we work to continuously refine and improve. We are your total wealth management solution and your financial success is always on our minds.
We provide custom services based on your unique wealth management needs. The lines of communication are always open. Working with you, your family attorneys, accountants, and advisors towards the same goal is our priority. Communication and collaboration is the foundation for ultimate success. Trust the process.
Reporting on all assets in all locations can be a difficult endeavor depending on the openness of the platforms we’re interacting with. We have the ability to report on both the total current picture and the historical performance. Think of us as the CFO for your family. It’s our role to help you build a unified and lasting family enterprise. Our team maintains detailed information on future and current assets and liabilities to help inform complex financial decisions. Data-driven decision making allows for greater confidence.
Our network of experts is available to you. We regularly coordinate your key providers, such as accountants, trust lawyers, insurance agents, legacy planners, property managers and other key professionals. We quarterback your team in support of your family’s financial goals so that you don’t have to.
If you would like to learn more or speak with a member of our team about working with us, please email us at firstname.lastname@example.org or call our office at (617) 217-2772.