Our objective is to provide services to a client family that are similar to what they would expect if they were using a single-family office but with the understanding that the people providing these services are effectively being shared with several families. We believe that sharing these people, particularly at the more skilled positions, allows us to recruit and retain a team of qualified individuals that may not be affordable in a single-family office situation. 

The services noted below are illustrative of the types that we can provide to each client family. The benefit of our approach is that each client can select the services they need and we can develop a customized service plan around those needs.
  • Family Governance and Planning
  • Generational and Estate Planning
  • Tax Planning and Compliance
  • Consolidated Financial Reporting and Analysis
  • Investment Oversight and Operations
  • Bill Pay and Cash Management
  • Philanthropy Planning
  • Next Generation Education Planning