We consult with high-net-worth individuals, families and family offices on complex issues like governance, private equity structuring and succession planning. With our partners, we can also advise on wealth structuring and planning, capital raises and trust services.
As with all our client relationships, we tailor our family office services to you and your needs, which may mean providing services to others involved in your life. We can attend or facilitate family meetings and educate others about general financial matters and your specific plans.
A team you can trust.
Outsourced independent CIO
Our clients value augmenting their internal team with the view of a fully independent CIO in their investment process and team. Whether this means providing an objective view your portfolio and strategy or a deep analysis of a potential investment, we are there to provide you with an honest opinion.
Technology and reporting
We are able to offer our multi-custodian, consolidated reporting to clients on a standalone basis. This comes with the full support of our back office and reconciliation team, leaving you and your team to focus on a comprehensive view of your total assets.
We understand the administrative burden of operating and maintaining a private investment vehicle. With our technology platform and extended services team, we can manage your accounting, paying of bills, and tracking of budgets.