Family Office Services
Existing and near-term economic volatility shift the focus of affluent individuals and multigenerational families toward a new era of investment management. Though the goal endures of fostering wealth creation while maintaining lifestyle and protecting assets for future generations, the strategies for achieving it have changed.
Our Family Office Services professionals are distinctly attuned to the wealth preservation and lifestyle management goals of high-net-worth individuals and families. With a strong emphasis on advanced planning, we guide our clients through a sound reassessment of
past decisions and fresh determination of the appropriate direction moving forward.
Our clients expect, rely on and receive technical excellence, customized solutions, critical thinking and the highest level of discretion in the following areas:
Cash Flow Management
Tax Planning and Compliance
Lifestyle Management Services
An Intuitive Yet Uncommon Approach
Our team is committed to serving each client with a focus on the 4Cs: confidentiality, competency, continuity and caring. It is a relationship-driven approach that assures:
Confidentiality—The guarantee that their personal and financial information will be kept private is a key to our clients’ peace of mind.
Competency—Our clients expect – and our specialists deliver – exemplary quality assurance and internal controls, unsurpassed expertise and uncompromising accuracy at the highest level.
Continuity—Attrition in any operation is inevitable, but can impact the efficiency and effectiveness of the operation. The ultra-wealthy family is reassured knowing that in the event of personnel changes, the institutional knowledge of the family and its objectives stay behind.
Caring—This seems like an obvious principle, but it’s surprising how often it is overlooked. Ultra-wealthy clients typically require and expect a greater level of service. The level of care and sensitivity exhibited in delivering this customized support is the primary difference between being a trusted advisor and being a replaceable vendor.
Our Whole Client Model
We attribute our continuing growth to our ability to understand and exceed the service needs and expectations of our clients. This is a priority of the highest order.
The more we know about our clients the better we can serve them. For this reason, we employ our “Whole Client Model” to address each client’s overall needs and circumstances.
Integral to the effectiveness of this methodology is the “Client Service Cycle” illustrated below. Monitoring the dynamic interaction of these six key areas equips us to identify gaps, redundancies and synergies and design the optimal solutions for each.