Are you ready for
a family office?

A multi family office serves multiple high net worth individuals and families which reduces the costs associated with operating a single family office for professional wealth management, while also offering a better range of cross functional skills and expertise.

Our services reflect direct conversations with our clients who have asked for assistance with not only asset management and investments but also with managing their overall financial infrastructure, such as trusts, taxes and estate plans.

Family office services are valuable in situations such as:

• A recent transition of new wealth/liquidity
• A loss of key personnel who had previously handled financial tasks
• An increase in the complexity of estate and tax planning
• A change in circumstance that requires a new financial strategy or
  succession plan
• A family event such as divorce, retirement or death