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Comprehensive family office services

Beyond core support in financial management, estate planning and bill payment, we provide service across specialized areas that emerge with financial complexity.

Personalized solutions, delivered seamlessly

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White-glove concierge service, management, oversight and counsel

at home and abroad, for everything from family entities structuring, through real assets

and real estate,

to philanthropy.

Management of private holding structures​​

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  • Managing operating structures for family entities, including LPs and LLCs

Oversight of real assets and lifestyle​​​

  • Facilitating domestic and international real estate transactions and due diligence​

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  • Handling acquisition and disposition of aircraft, yachts and fine art collections​

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  • Overseeing the design, build and progress tracking for luxury renovations​

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  • Coordinating employment agreements and NDAs for domestic staff

Administration of philanthropic and civic engagement​​

  • Structuring and monitoring charitable commitments and giving agreements​

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  • Providing planning support for political contributions and public service disclosures

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