Family Office Services

We work together to leverage the latest technology, experience and collaborative approach to help families save money and streamline processes and reporting.

We coordinate closely with personal advisors, including tax, financial advisor, bankers and attorneys. We will create and maintain LLCs and tax-advantaged entities for your properties, business ventures and other assets. Our clients save time and avoid the expense of a private family office staff.

Client benefits include:

  • Wealth management
  • Tax planning and structuring
  • International, state or local taxation issues
  • Family and closely held business planning
  • Estate and gift tax planning
  • Matrimonial planning
  • Retirement planning
  • Investment planning
  • Philanthropic outreach
  • Household management
  • Bookkeeping
Family Office