Our goal is to be a client’s most trusted advisor. We believe a family office should perform services tailored to the specific needs of a family – proactively anticipating what lies ahead so a client doesn’t have to shoulder this burden. The family office might assume the day-to-day administration and management of a family’s affairs, and often extends beyond traditional wealth management functions to include family governance, full concierge services and specialty asset advisory such as real estate, art and precious stones. We acknowledge that as the complexity of a family’s circumstances increases, family support services or “lifestyle management” becomes more important, and our professionals will work with a client to determine the right solution to meet their family’s needs.

We have significant experience with emotionally complex family financial issues that cross the lines between estate planning, investments and insurance. We are there when a client needs to navigate unexpected financial events, both positive and negative.