A holistic approach to

Family Services

Significant wealth often comes with great complexity. We simplify your life by providing the services you need to efficiently manage your financial affairs and the challenging family dynamics often associated with multi-generational wealth. Our comprehensive, customized reporting lets you always know where you stand.

FAMILY SERVICE OFFERINGS

Family Governance and Strategy

Define family goals and values
Create family vision and mission statements
Enhance multi-generational relationships and communication
Facilitate family meetings
Provide family business support and succession planning

Financial Management

Customized bill pay services, bookkeeping, and disbursement reports
Prepare historical cash flow summaries and withdrawal analysis
Prepare cash flow projections
Coordinate transfers to bank accounts and outside wires

Family Learning

Wealth education director
Extensive library of wealth education materials
Customized curriculum for each family
Facilitate educational meetings with family members
Cover age-based and life-event topics

Services for the most demanding lifestyles

You and your family lead active and engaged lives. Our dedicated “lifestyle” team is on call to help manage and coordinate your activities whenever you need them to ensure that your experiences exceed your expectations.