Private Family Office

Preserving generational prosperity to pass it on.

Building a legacy takes years. And every family has its own dynamic with a distinctive set of desires and challenges. Our customized approach meets the evolving needs of high-net-worth families and their businesses, going beyond compliance to realize financial goals and minimize tax liabilities.

Services to our clients

  • Tax planning and compliance 
  • Family office design and entity structuring
  • Back-office accounting services
  • Bill-paying assistance
  • Personal financial reporting
  • Estate and trust planning
  • Philanthropic planning
  • Insurance and wealth risk management services
  • IRS representation
  • Recruitment services
  • Tax controversy assistance 

Capabilities customized for every business