multi-family office services

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what we offer

We offer customized family office services to meet your needs as well as those of your spouse, children, grandchildren, and future generations. Our commitment is to provide exceptional in-depth, personalized services to meet the financial needs of individuals, families, endowments, and institutions. As your needs evolve, we will advise you on how to address each event with care, understanding, and discretion.

complementary services

Trust and Estate guidance, planning, and attorney referrals
Tax planning and accountant referrals
Financial planning advice and modeling
Bookkeeping and bill payment advice and referrals
Medicare and Social Security advice and referrals
General advice, referrals and negotiation on: banking, mortgages, travel logistics, insurance, art, asset purchases, and philanthropy
Oversight of 401k plans, 529 plans, concentrated holdings, and closely held securities
Financial education for the next generation
Availability to serve as an individual Trustee

“The team has provided multiple generations of my family with superior investment guidance across all asset classes. They have also guided us through house sales purchases.”

A twenty-year client from California