Family Office Clients

Our Family Office serves clients with substantial assets who wish to preserve, grow and manage family capital often for the benefit of future generations.

Typically, our Family Office clients have tired of fragmented ad hoc solutions to their needs and are looking for a long-term collaborative relationship with professionals who can relate to their concerns and help them address the myriad of issues associated with the mindful management of wealth.

Most of our Family Office clients face challenges such as:

  • complicated investment and tax situations,
  • major deferred tax liabilities,
  • material concentration risk,
  • substantial asset illiquidity, and
  • business succession planning issues.

We provide them with state-of-the-art wealth management solutions and experience that is suited to their generally more complex affairs.