FAMILY OFFICE

Protecting Your Legacy

FAMILY OFFICE ADVANTAGE

Complexity to Clarity

The concerns of high net worth families are often extremely complex, and our team of highly experienced professionals provides streamlined solutions. We empower our clients to make educated, thoughtful decisions by overseeing everything from taxes and accounting to business issues and offering professional, detailed advice.

FAMILY OFFICE BENEFITS

Integrated Solutions & Concierge-level Service

  • Single Point of Contact
  • Family Dynamics and Educated Decision-Making
  • Alternative Investments
  • Comprehensive Services
  • Lifestyle Management
  • Freedom of Time

“Our team is committed to helping your family thrive, continuing your financial development, and simplifying your life. As your unique needs evolve, so do the services we offer.”

Joan Malloy, CPA, CFP®, CFA

Regional President, Senior Managing Director

Family Office Services

We take a personalized, customized, and comprehensive approach to oversee your complex needs and provide easy solutions to complicated issues.

Financial & Retirement Planning

Implement customized plan based on our evaluation of your current financial situation, priorities and aspirations + ongoing monitoring to ensure you remain on track.

Investment Management

Personalized investment strategy driven by your goals, risk tolerance, cash flow/income needs, and the legacy you want to build.

Insurance & Risk Management

Access to life, disability, long-term care, property and casualty, personal and commercial liability, and specialized insurance for aircraft, boat and travel.

Alternative Investments

Leveraging our expansive network to provide access to curated private solutions and alternative investments.

Trust & Estate Planning

Building a thoughtful plan to pass wealth from generation to generation.

Taxes, Accounting & Bill Pay

Keep more of what you’ve earned + payment of personal and business expenses, general ledger maintenance and reporting.

Lifestyle Support

Simplifying and streamlining tasks (e.g., bill pay, advice and coordination on large purchases) to help you save time and enjoy your interests and passions.

Family Governance & Education

Clarifying family values, defining vision and mission statements, and organizing meetings to educate and facilitate decision-making across generations.

Philanthropy

Unique opportunities to make an impact through direct gifts and formal structures such as charitable trusts, donor-advised funds or private foundations.

We look forward to learning about your financial goals.

CONTACT