Custom-built family legacy services

Families

Many high-net-worth clients are not quite ready for a single-family office, but still have a need to manage complex wealth strategies in a cost-efficient way. Other clients are supported by a family office yet seek more effective, comprehensive monitoring and reporting of their portfolio and wealth manager performance. Although we are experienced in the most sophisticated family wealth issues, the cornerstone of our approach is simple—we recognize that each family’s situation is unique, requiring customized reporting and planning.

Our ability to consolidate complex financial data from all your sources of wealth into comprehensive reports sets us apart from our competitors. We give you a clear picture of your current position, identify planning opportunities and provide a solid foundation for the future.

Flexible and Independent

As wealth grows, the need for expertise and resources grows as well, so we are readily available to you and your advisors to help reassess your position, adjust your strategies and connect you with additional resources as necessary.

As an independent firm, we do not sell investment or insurance products. Instead, we offer objective advice to protect and grow your family’s assets so you can enjoy life without worry.