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:
Just as no two families are alike, the services we provide vary by each situation and are designed to be flexible and tailored to your needs. We coordinate, and organize all of the aspects of your financial infrastructure, in order to save time & mitigate stress.