Family Office Services

Our Firm with a central coordinated team can help the family oversee their financial, administrative, and future-planning activities. We offer an array of benefits—both financial and non-financial—to support an owning family as illustrated below:

 Investment Strategy and Implementation 

• Investment policy development 
• Asset allocation plan development
• Investment managers selection
• Investment vehicle structures  

Integrated Financial Strategies

• Balance sheet analysis
• Integrated tax and income plan design
• Retirement planning
• Analysis of professional advisors and fees
• Tax and income plan implementation
• Bank financing analysis and negotiations
• Coordination of team of advisors
   

Client Information Management

• Annual consolidated net worth statements
• Cash flow analysis
• Quarterly investment performance reports
• Quarterly investment partnership accounting
• Monthly entity accounting and reporting
• Annual status reports compared to plan
• Online access to custom reports
• Recordkeeping for personal property