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Affluent families often find themselves in need of more extensive family wealth planning and management services as the size and the complexity of their assets increase. We provide full-service:

  • Family office solutions, including income tax and wealth-transfer planning
  • Family partnerships
  • Charitable planning, including private foundations
  • Investment consulting
  • Entity structuring & management
  • Real Estate acquisition, management & servicing
  • Education of family members
  • Asset Allocation
  • Asset Monitoring
  • Philanthropy

We serve as a unique full-service multifamily office. We can help you manage and grow family wealth over multiple generations. We also serve the business and organizational needs of the family office. We work closely with clients to tailor our services and approach to suit their unique needs.