We provide advanced custom plans that can help maximize value and mitigate risk. These include estate planning, business continuity planning, charitable planning, tax efficient financial modeling, and wealth management. We often become an informal extension of our client’s family office, providing specialized advice in several core competencies. While each individual family office can be constrained by the limitations of dealing with a single family, we benefit from dealing with multiple family offices, allowing us to synthesize strategies from a wide exposure to innovative ideas across sophisticated family office-run institutions.

Family legacy is at the core of our business.