Our family office services are best suited to families who have complex financial situations. There may be multiple generations involved, privately-held corporations, family trusts and diverse investment holdings.
Our breadth of experience and knowledge in all aspects of personal finance such as: cash management, tax, investments, retirement, insurance and estates allow us to offer comprehensive advice and support to families with regard to financial planning and administration. We can assist with the paperwork, analysis, decision-making, and communication associated with the management of families’ financial enterprises.
Family members with conflicting needs may have difficulty reaching an agreement on financial issues. Our independent, third-party role can provide objectivity when financial decisions are required. We are sensitive to the delicate nature of family relationships and our role can help to ensure that finances do not create unnecessary conflict among family members.