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Family Offices

Education

We Ensure That Our Family Office Clients Are Operating Effectively By Educating Their Future Generations On Investment and Governance Best Practices

Tax-Efficiency

Utilize Advanced Portfolio Construction Methods And Execution Vehicles To Optimize After-Tax Returns Pre- and Post-Liquidity Across All Your Accounts and Estate Plan

Completion Plan

We Design and Implement Bespoke Completion Portfolios In Public and Private Markets To Complement Your Closely-Held Investments

Charitable Giving

Create A Formalized Giving Strategy To Maximize The Impact of Your Office's Charitable Intentions Through Donor Advised Funds and Private Family Foundations

Global Strategic NextGen OCIO Helps You Manage The Complex Nature Of A Private Family Office 

  • Tenured Team With Decades of Experience Serving Complex Single and Multi-Family Offices
  • High-Touch, Conflict-Free Client Service As An Extension Of Your Staff 
  • Develop and Implement a Robust Public and Private Market Portfolio
  • Access To Elite Private Managers 
  • Cash Flow Modeling and Scenario Analysis to Fine-Tune Your  Portfolio With Private Business Interests
  • Unique Tax Management Strategies
  • Collaboration With Your Team of Experts (Attorneys, Banking, Tax/Audit, and Corporate Compliance) On An Ongoing Basis
  • An Integrated Client Portal, Allowing You To See Your Consolidated Investment Balance Sheet Real-Time
  • Philanthropic Giving Support To The Causes You Care About
  • Continuity And Stability For Your Family Far Into The Future.
Learn More

Contact Our Family Office Specialists For More Information:

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