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Family offices
Family offices serve the unique needs of wealthy, multi-generational families. We take a highly personalized and confidential approach to working with family offices so that we can help you meet the unique needs of the families you serve.
Your relationship manager will work closely with your team of experienced professionals with deep knowledge and access to a broad range of capabilities to address your needs.
How we can help you
We coordinate with your existing family office team and other advisors to design, develop and maintain a custom plan to manage, preserve and grow the family’s wealth while building an enduring legacy.
Multi-family office
We recognize the complexities and challenges that multi-family offices encounter. As a multi-family office grows, the need for customization, reporting and oversight grows as the number of families served increases. When we serve as your outsourced professional partner you leverage the experience our team provides in alleviating these challenges, creating a more seamless client experience for your firm.
Our approach is to develop a strong partnership and support your activities with our services including partnership accounting, recordkeeping of alternative and unique assets, customized reporting and a master custody platform that reduces and simplifies touchpoints with multiple vendors to aggregate information in one place.
The work we do for your family office
No matter what your family office looks like, we have the expertise, resources, and customizable capabilities to help you effectively serve your family now and well into the future.
- 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
Outsourced Chief Investment Officer (OCIO) services
We manage portfolios holistically in context of your goals and with a process grounded in risk management.
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Investment policy and asset allocation development
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Portfolio management
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Robust due diligence across private and public markets
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Short-term liquidity management
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Sustainable investing
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Performance reporting
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Data aggregation
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Talk to us today
Contact us to learn how we can help meet the needs of your family office.