Our Family Office services are not one-size-fits-all.
Our services are personalized for your individual needs. We serve as your strategic personal advisor and work with you to clarify your goals, your family's goals, and build your legacy. We also help you identify what you want to accomplish in your Physical, Psychological, and Intellectual Capitals to help you, and your family, lead a more fulfilling life.
For families who have more than $20 million net worth, we provide our Wealth Management and Investment Management services as well as these additional services: