for Family Offices

Solutions That Align With Your Family's Values

We understand the distinctive needs of family offices. Our tailored suite of financial services is crafted to meet your specific objectives. With personalized attention and unwavering integrity, we strive to provide comprehensive solutions—from wealth preservation to legacy planning—that align with your family's vision and values.

Planning & Portfolio Reporting

Navigating the complexities of retirement planning is essential for institutions to ensure financial security for their employees and fulfill fiduciary responsibilities. Our Retirement Solutions service is your compass through this intricate landscape, seeking to guide you towards a prosperous retirement future. Our approach encompasses various aspects of retirement planning, from initial design to ongoing management.  
Here's how we strive to help institutions achieve retirement success:
Tailored Plan Design and Implementation
We collaborate closely with institutions to craft retirement plans that align with their unique needs, goals, and workforce demographics. Whether you're starting from scratch or enhancing an existing plan, our experts provide support every step of the way.
Rigorous Fiduciary Oversight and Compliance
We uphold fiduciary standards, striving for meticulous oversight and adherence to regulatory requirements. Our regular reviews seek to ensure compliance and mitigate fiduciary risk, giving you confidence in your retirement plan's integrity.
Streamlined Plan Administration and Recordkeeping
We partner with top-tier administrators to streamline plan processes and enhance participant experience. From enrollment to distributions, we seek to ensure seamless plan administration to support your institutional goals.

Investment Management

Managing family wealth is more than just numbers on a balance sheet; it's about preserving and growing a legacy for generations to come. Our Investment Management service for family offices is crafted with a deep appreciation for the unique dynamics and aspirations of affluent families.
Here's how we approach investment management for family offices:
Holistic Wealth Preservation
We seek to take a comprehensive approach to wealth management, considering not only investment returns but also factors like risk management, tax efficiency, and legacy planning. Our goal is to preserve and grow your family's wealth over the long term while safeguarding against potential risks.
Proactive Risk Management
We prioritize risk management to help protect your family's wealth from market volatility and unforeseen events. Our team employs sophisticated risk analysis tools and techniques to identify and mitigate risks, helping you navigate turbulent market conditions with confidence.
Tax-Efficient Investing
Minimizing tax liabilities is essential for maximizing investment returns and preserving wealth. We employ tax-efficient investment strategies designed to optimize after-tax returns, reduce capital gains taxes, and maximize tax-deferred growth opportunities.

Active Estate Management

Our team understands the unique needs and complexities of family offices when it comes to estate management. Our Active Estate Management service is tailored specifically to family offices, offering proactive strategies to help preserve and grow your multigenerational wealth.
Here's how we support Family Offices with Estate Management:
Legacy Planning
 We collaborate closely with your family office, striving to develop a comprehensive estate plan that reflects your family's values, goals, and long-term objectives. Whether you're focused on preserving wealth, minimizing taxes, or supporting charitable initiatives, we help to ensure your estate plan aligns with your unique circumstances.
Trust Administration and Management
 Trusts play a crucial role in managing and distributing family wealth. We provide professional trust administration services, working closely with your family office to help ensure that trusts are administered effectively and in accordance with your wishes.
Multigenerational Wealth Transfer
Transitioning wealth between generations requires careful planning and coordination. We help facilitate smooth wealth transfers within your family, offering guidance on gifting strategies, trust structures, and other techniques to maximize the benefits for future generations.

Banking & Lending

Our team understands the importance of financial flexibility for family offices in pursuing their diverse wealth management goals. Our Banking & Lending service is designed to provide comprehensive banking solutions and tailored lending options to meet the unique needs of family offices.
Key components of our Banking & Lending service for Family Offices include:
Customized Banking Solutions
We offer a range of banking services tailored to the specific requirements of family offices, including deposit accounts, cash management solutions, and online banking platforms. Whether you need to optimize liquidity, streamline cash flow management, or enhance banking efficiency, we provide personalized banking solutions to support your financial objectives.
Strategic Financing Strategies
We assist family offices in developing strategic financing strategies to help optimize capital allocation, minimize borrowing costs, and enhance overall financial performance. Whether you're looking to fund a real estate acquisition, expand your investment portfolio, or execute a liquidity event, we provide strategic guidance and financing solutions tailored to your unique needs.
Dedicated Relationship Management
We provide personalized service and dedicated relationship management to family offices, offering proactive guidance, responsive support, and strategic insights to address their evolving banking and lending needs. Our experienced team is committed to building long-term relationships based on trust, integrity, and exceptional service.

Advisor Coordination

We recognize the significance of seamless coordination among the various advisors who play critical roles in managing your family office's wealth. Our Advisor Coordination service is designed to facilitate collaboration, communication, and alignment among your diverse advisory team, helping to ensure that everyone works together toward your common financial goals.
Key components of our Advisor Coordination service for Family Offices include:
Advisory Network
We strive to maintain a comprehensive network of trusted advisors, including attorneys, accountants, insurance specialists, and other professionals, who specialize in various aspects of wealth management. Our team collaborates closely with your existing advisors or can introduce you to qualified professionals as needed to augment your advisory team.
Customized Wealth Plans
We work with your advisory team to develop customized wealth plans that integrate the expertise of each advisor and address your unique financial objectives, priorities, and concerns. Whether you're focused on wealth preservation, legacy planning, tax optimization, or philanthropy, we strive to ensure that your wealth plan reflects a cohesive strategy tailored to your family's needs.
Regular Progress Reviews
We conduct regular progress reviews with your advisory team to monitor the implementation of your wealth plan, assess performance against established goals, and make adjustments as needed based on changing circumstances or objectives. These reviews serve as opportunities to track progress, identify opportunities for improvement, and maintain alignment among your advisors.

Benefits Group

Managing benefits for your family office and its employees requires personalized solutions that address your unique needs and priorities. Our Benefits Group service is designed to provide comprehensive benefits solutions tailored to the specific requirements of your family office, helping to ensure that you and your employees receive the support and coverage you deserve.
Key components of our Benefits Group service for Family Offices include:
Customized Benefits Strategy
We work closely with you to develop a customized benefits strategy that aligns with your family office's objectives, values, and budgetary considerations. Whether you're looking to enhance employee retention, attract top talent, or provide comprehensive coverage for your family members, we strive to tailor our solutions to meet your specific requirements.
Retirement Benefits Planning
We provide guidance and support for retirement benefits planning, helping you design and implement retirement plans that support your employees' long-term financial security. Whether you're considering 401(k) plans, pension plans, or other retirement savings vehicles, we help you navigate the complexities of retirement benefits to help maximize value for your employees.
Benefits Compliance and Regulatory Support
We stay up-to-date on the latest regulatory requirements and compliance obligations related to employee benefits, helping to ensure that your family office remains in compliance with applicable laws and regulations. From ERISA compliance to Affordable Care Act (ACA) reporting, we provide guidance and support to help you navigate the complex landscape of benefits compliance.

Philanthropy & Next Gen

We recognize the importance of fostering a culture of philanthropy within family offices and empowering the next generation to make a meaningful impact on the causes they care about. Our Philanthropy & Next Gen service is designed to support your family office in developing and implementing philanthropic strategies that reflect your values, engage family members across generations, and create lasting social change.
Key components of our Philanthropy & Next Gen service for Family Offices include:
Philanthropic Strategy Development
We work closely with your family office to develop a customized philanthropic strategy that aligns with your family's values, mission, and vision for impact. Whether you're passionate about education, healthcare, environmental conservation, or social justice, we help you identify focus areas and establish clear goals for your philanthropic efforts.
Next-Generation Engagement
We provide tailored programs and resources to help engage the next generation of family members in philanthropy and social impact. From educational workshops and volunteer opportunities to mentorship programs and leadership development initiatives, we strive to empower young family members to become effective philanthropists and advocates for change.
Impact Investing
We integrate impact investing strategies into your family office's investment portfolio to help align your financial resources with your philanthropic objectives. By investing in companies and funds that generate positive social and environmental outcomes alongside financial returns, you have the potential to create meaningful change while pursuing your financial goals.

Our Process

Understanding what, and who, is most important to you, and seeking to gain a complete understanding of your Vision, Goals, Concerns, and Expectations is always the first step in our process.
We go through detailed questions to understand your current situation
Once we have clearly defined your vision, we will create a personalized plan that helps to organize your financial life. We will seek to identify the necessary actions to help make your vision a reality.
Analysis Review
We go through an in-depth analysis with the objective of trying to find opportunities to enhance & improve your current situation. 
Our team will coordinate with your other advisors to implement your financial plan. Each individual advisor will complete steps based on their expertise or profession. We will walk down your path together, taking both challenges and opportunities that are inevitable in this changing world.
We identify which value drivers make sense to move forward with and help to implement all agreed upon action items.
We deliver a level of service that we hope will exceed your expectations. To help ensure that your Financial Planning is successful, we will strive to be sure your planning stays on track after recommendations have been put into motion through annual reviews. We want to provide white glove service with incredible efficiency.
Monitoring & Review
We meet routinely to review results of what has been implemented and to help ensure we capture any and all life changes that have occurred in your planning.
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