Speak with an advisor
Family offices
For some families, monitoring the management and performance of liquid assets and complex business interests is demanding. Rather than juggle multiple advisors, turn to the breadth of our family office expertise for a comprehensive solution.
From goals-based investment strategies to wealth planning and philanthropic consulting, we align our expertise with your family’s evolving needs.
Benefit from a professional partner
As your fiduciary partner, collaboration and transparency are central to our work, every day.
How we can help you
Services tailored to you
- Master custodian and recordkeeping
- Corporate trustee and estate services
- Delaware trustee services
- Estate tax and wealth transfer planning
- Philanthropic consulting and foundation management
- Tax planning and preparation
- Bookkeeping, bill pay, partnership accounting and other accounting solutions
- Outsourced Chief Investment Officer (OCIO) services
Your team
Your team includes:
Wealth director
Ensures you have access to all the services we provide
Relationship manager
Oversees your day-to-day needs and ensures thoughtful integration of the services we deliver
Portfolio manager
Actively manages your investments and tailors strategies based on your personal risk and return objectives and tax circumstances
Wealth planner
Provides estate, tax, and financial planning strategies
Trust officer
Ensures your trusts are properly administered to carry out your wishes
Philanthropic advisor
Partners with you to develop appropriate giving structures and strategies to maximize your impact
Related Insights
5 ways philanthropy can build the rising generation’s financial skills
Charitable giving best practices: Planning makes a difference
From hobby to investment: How to plan for collectibles in your estate
Talk to us today
Let us review your current situation and show you how we can help you reach your family's goals.