Family Office Services
We help you develop an integrated long-term wealth plan that considers multiple aspects of your life.
- Developing an Investment Plan
- Defining your legacy
- Preparing the Next Generation
- Tax & Estate-Planning Opportunities
- Property Advisory
- Structuring and Protecting Assets
- Concentrated Holding Strategies
- Accessing Hedge Funds and Private Equity
- Corporate Finance
- Philanthropy and impact investing
We work with you and your family to form an appropriate strategy based on three principles of governance.
- Investment Governance
- Operational Governance
- Family Governance