We have the flexibility to lead or join an existing wealth management team to serve families who require specialized service. As an independent firm, we are perfectly positioned to serve as a “second pair of eyes”, a wealth planner, a investment manager, or an advisor to coordinate a charitable strategy.
Key Components of a Family Office
Managing liquidity, lending, and daily banking transactions are a vital part of ensuring adequate cash is available.
Understanding the intricacies of cash flow between entities, trusts, businesses, and the tax impact.
Brings the beneficiaries’ needs together with the provisions outlined in trust documents.
Responsible for mapping out a plan annually that incorporates everything within the family’s financial picture.
Coordinates with team members to seamlessly execute on the plan and make life easier for all family members.
GENERAL COUNSEL + EState Planner
Drafts legal documents, consults with family members on how they interact with trusts, and advises on legal matters.
Understands the broad array of risks faced by affluent families. Cyber security, life insurance, umbrella and liability insurance, kidnapping and extortion protection.
Helps to design and coordinate the family’s charitable strategy and governance of implemented vehicles.