Family Offices

A complementary partner for family offices

Helping family offices manage life's complexities

Your vision for success starts with your values. We work with you to define and communicate them. Then, together we build a plan designed to preserve, grow, and transition your wealth in alignment with your values and unique definition of success. We help family offices solve any financial, family wealth, or business-related challenges they have. We take care of you, your family, and your wealth over generations as if they were our own and help you navigate and manage all aspects of your financial life.

Ten Strategies for Raising Kids with Wealth

Adrienne Penta, the executive director of the Center for Women & Wealth, explores 10 important strategies for raising children to be responsible stewards of wealth. It is never too late to start!

Family Office Advisory

We collaborate with you to create an enduring family office that will help you to achieve all manner of financial and personal objectives. Our primary goal is to alleviate the complexity in your life while building deep, long-term  relationships and providing a service level befitting the most discerning  families. Each family office is truly one of a kind.

Guidance for Family Businesses as They Prepare for and Navigate Transition

Whether you are a founder or next-generation owner-operator of a family business, you will be confronted with a complex set of issues specific to both family and family business ownership. We provide family businesses with advice, insights, and resources on a range of topics related to family business ownership as they seek to establish governance frameworks, prepare for succession, and engage the next generation.

The Family Office for Family Offices

Our clients leverage our comprehensive solution set, including disciplined investing aimed at preserving and growing client capital, values-based wealth planning, trust services, philanthropic advisory, and family engagement and communication, to help achieve their objectives. In the case where a family office CEO retires, we can also help family offices identify a successor or step in to become the succession plan if the family no longer wishes to manage the enterprise independently.

Storytelling in Wealth and Legacy

We look at the art and science of storytelling as an important tool for navigating wealth planning and family legacies.

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This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

 

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